PLANADVISER November/December 2021

PAND21 Feat-Succession Planning_Philip Lindeman-web

Future Faces

What to consider when creating a succession plan.
PAND21 Trends PU CIO-111621_Scott Bakal-web

An ESG Framework Here to Stay?

The DOL’s proposed rule on ESG investing supports broader use of green options in retirement plans and removes barriers put in place by the prior administration.

Joe DeNoyior

On his move to management at Hub and his thoughts about industry trends.

A New Era

Our awards will now recognize advisers’ contributions and service, within or outside the industry.

On the Move

Transactions, promotions and new hires in the financial advisory industry.
PAND21 Culture_Pete Ryan-web

A Workforce in Flux

Adviser and client retention strategies in light of The Great Resignation.