CFP Board Receives $150,000 Donation for Women’s Scholarship
The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.
In Practice
Q&A: WIPN’s 1st President Talks About Origins of the Organization
WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the...
How Employee Resource Groups Can Make Financial Wellness More Approachable
Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs...
Staffing an RIA to Serve Small, Midsize Plans
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
College for Financial Planning Launches Accredited Investment Fiduciary Training Program
Fi360, a Broadridge Company, selected the College as the official education provider.
Elections Could Effect Corporate DEI Programs
The polarized political climate is causing corporations to reevaluate their commitment to diversity, equity and inclusion, according to a panel...
Define ‘Crisis’
In the second story in this quarter's PLANADVISER In-Depth series, economists define the state of the U.S. retirement system.
CFP Board Launches Campaign to Attract Young Talent to Financial Planning
Ads targeting younger workers call financial planning “quite possibly the perfect job.”
Cybersecurity Best Practices for Retirement Plans
The game is continually evolving for keeping plan data and systems safe. In this special coverage article, experts discuss how...
AI Is Here. Fiduciaries Must Remain Diligent
Experts discuss how the benefits of artificial intelligence for 401(k) plan administration and management also come with risks to be...
Advisers Giving Back: Shane Hanson
Freedom Fiduciaries founder turned a 10-day trip running a basketball clinic for disadvantaged children into a lifelong mission to improve...
CFP Board Announces $500,000 Gift for College Scholars Program
The donation from financial professionals Charles and Judy Goldman will provide financial assistance to college students seeking CFP certification.
CAPTRUST Tops $1T in Total Assets
CEO and Co-Founder Fielding Miller attributes part of growth to being one of the first 401(k) advisories: ‘We didn’t expect...
Video: Fidelity’s Smith on WIPN’s 15-Year Anniversary
PLANADVISER sat down with Fidelity’s Lisa Smith to discuss WIPN’s role in supporting women in the retirement space for almost...
Participants’ Progress
Fresh research shows signs of progress for 401(k) savers, but challenges from lack of access to losing momentum due to...
The ‘Rothification’ of Retirement Plans: Opportunity and Complexity
In-plan Roth contributions have been available for over 20 years, but recent retirement legislation will increase both their use and...
Methods of Addressing Saving Inequity
Panelists at the PLANSPONSOR National Conference discuss how participant data paired with plan design can help address saving disparities in...
Managing Assets Within the Plan
This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled...
Roth in Reality
Further guidance is needed for recent federal retirement legislation as industry faces implementation.