Nuts & Bolts: Where Advisers Can Start With AI
Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.
In Practice
Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution
October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees.
IRIC Foresees Broader In-Plan Retirement Income Adoption in 2026
This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the...
A New Age for PEPs
Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’...
PE Drives Multiple Advisory M&A Records in 2025
Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.
Private Markets for DC Plans: Evolution or Revolution?
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets...
How Do Advisers Navigate the Convergence of Retirement Planning, Wealth Management?
Although many advisers have embraced the merging of advising and wealth management, some experts warn that smaller accounts could get...
Speaking the Languages of Different Generations
Whether it’s through a podcast, webinar or in-person conference, each generation receives information differently, and marketing whiz Rebecca Hourihan knows...
How NQDC Decisions Factor in IRS, OBBBA Rules
Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the...
The Age of Adviser Authenticity Is Here
Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts.
National Practices, Local Advisers
Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows.
Turning Family Bonds Into Advisory Firm Continuity
Parents and children who work in the same retirement plan practice find strength in numbers.
Rethinking Opportunities for RIA Growth
OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’
3 Ways Workplace Benefits Can Help Veterans, Employers
Military veterans can benefit from working with advisers who understand their financial challenges as they transition to civilian life, according...
Meeting Longevity’s Challenges to Wealth, Health
Industry experts say clients’ longevity fitness depends on managing risks of depleting savings, cognitive decline, physical falls and social isolation.
Can the PBGC Keep Protecting DB Participants?
Two attorneys specializing in ERISA made a case that defined benefit plan participants still deserve federal protection under the Pension...
Do Advisers Ignore AI at Their Peril?
Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 Conference...
How to Train Your AI ‘Coworker’
OneDigital’s AI-powered consultant, ‘Ben,’ is not just surfacing knowledge about employee benefits, but a collaborative equal to team members.
Succession Planning Beyond the C-Suite
Advisers discuss how they are identifying and developing future leaders across departments.
Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’
Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers.