Magazine Articles

Nuts and bolts

Fiduciary 101 for Plan Committees

“We expect that sponsors know everything they need to know, when, in reality, they wear multiple hats, and fiduciary education...
Just the facts

Mutual Funds Face Some Competition

Among ISS BrightScope’s NEXUS consortium members, mutual funds make up about 30% more assets and gross inflows than do collective...
Just the facts

Participant Education Innovators

PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants. Since the COVID-19 pandemic, company leaders have had to rethink...
Just the facts

Fiduciary Rule Proposal: Comment Period Is Firm

Stakeholders in the retirement, insurance and investment industries had called on the Department of Labor to double the comment period for a new fiduciary rule proposal from 60...


How to connect with different personality types.
Plan Design

Let It Ride

Options and features that can encourage pre-retirees to stay in-plan.
Just the facts

Artificial Intelligence Potential

Retirement savings and behavioral finance expert Shlomo Benartzi is turning his attention to artificial intelligence. The University of California, Los...
Just the facts

Just the Facts

Boomers Hold Half of the Nation’s Wealth Annuity Sales In the first 9 months of 2023, total annuity sales increased 21% to $270.6 billion.Source: LIMRA, U.S. Individual Annuity...
On the Move

On the Move

SageView Enhances Wealth Management Leadership Team SageView Advisory Group hired Matt Cosgriff as senior vice president and head of wealth...
Conference Coverage

PLANADVISER National Conference 2023

At the 2023 PLANADVISER National Conference, held in September in Scottsdale, Arizona, advisers heard from experts and leading professionals about...

Best Foot Forward

Attracting clients through a request for proposals process.
Cover Story

What’s Next?

Pivot points for the adviser industry in 2024.
Publisher’s Note

Future State

It’s nearing the end of 2023—and, as per usual this time of year, I find myself pondering where time has...
Just the facts

Just the Facts

A Progression in Preferences U.S. retail investors within five years of retiring seek out advisers with strong support offerings; they...