When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity value.
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.
Join us May 11 at 2 p.m. EST for a timely and informative webinar on the crucial topic of succession planning.
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.
The full title of House Resolution 2123 is the Diversity and Inclusion Data Accountability and Transparency Act; among other goals, it seeks to require regulated financial firms with more than 100 employees to disclose diversity data.
The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year award.
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, private clients and financial institutions, will remain the same.
Firms say adding diverse advisers will help their businesses grow and help them attract new customers.
Its new PracticeLab will include regular webinars with financial planning specialists at the firm.
Many say the new regulation permitting endorsements and testimonials in adviser advertisements brings it up to current consumer standards.
Some say they are returning to the office on a very limited basis to maintain space between individuals.
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics.
A Broadridge webinar evaluated the impacts of successful virtual advising in 2020, and explored which digital outlets financial advisers are focusing on in 2021.
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.
Data from Echelon Partners shows the number of adviser or adviser team ‘breakaways’ declined by nearly 20% in 2020 versus 2019. However, 2019 set the record for breakaway activity.