Practice Management

The Future Open-MEP Market

There are two potential pathways for the broad adoption of open multiple employer plans by small businesses, one driven by advisers and the other by recordkeepers.

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.

Is Your Advisory Business Market-Ready?

There are many succession options for retirement plan advisers planning for their own futures, but whatever route an owner may take, advanced planning will improve the process.