A Q&A With New CFP Board Chair Kamila Elliott
Hub International Acquires Another Top 100 Advisory Shop
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation in 2022.
Tips for Sourcing Diverse Talent in 2022
Can the Adviser Industry Make Real DE&I Progress in 2022?
The Year in Top PLANADVISER News
From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this year.
The Role of Firm ‘Culture’ in an Evolving Industry
Office Space in 2022: Flexibility Is Key
SPACS, the Advisory Business and M&A Trends
2021 M&A Lessons Learned, and What Comes Next
Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing the shops’ sizable client bases.
2021 RIA M&A Action Continues at Record Pace
Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.
Watch the 2021 Practice Progress Webinar Finale on Demand
Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of improving diversity and inclusion. The last Practice Progress webinar for 2021 will explore this critical topic.
The 2022 M&A Outlook: Bumper or Bust?
Moving From Words to Actions on Diversity, Equity and Inclusion
Differentiating ‘Diversity’ and ‘Inclusion’ Helps Address Both
Succession Planning Marketplace Evolves
Practice Progress: Development of PEPs in 2021
Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were asking big questions about their own futures. Today, much has changed, yet much remains the same.
Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.
Strong Cybersecurity Policies Must Be a Firm Priority
From reputational damage to the downstream effect of more expensive fiduciary liability insurance, advisory firms have a lot to lose from lax cybersecurity practices.
A Year of Disruption Spotlights Tech, Cybersecurity
Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.