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.
WEBINAR TODAY: Lessons From 15 Years of PLANADVISER Magazine
Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how things have changed and what comes next.
Adviser Marketing Spend Up During COVID-19 Pandemic
Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.
PANC 2021: Telling Your Story
PANC 2021: We (and You) Inspire. Promote. Network.
WIPN leaders and industry partners highlighted important practices when incorporating diversity in an advisory firm.
Views of Adviser M&A Have Evolved
A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have a positive impact on their practices.
CFP Board Partners With Two Firms to Establish Diversity-Focused Scholarship
The deadline to apply for a 2021 scholarship award is October 10, 2021, though plans for multiple years of scholarships sponsored by Ballentine Partners and Aspiriant are already in place.
A Timely Discussion With the CFP Board
Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?
We Nailed That RFP Response! (Didn’t We?)
Talking Scale With Voya, Sterling Resources Leaders
Over the past decade, the universe of retirement plan recordkeepers has contracted from about 400 to approximately 150, with no signs of slowing. Experts say one lesson learned in this time is that not all scale is created equal.
How Leaders Are Addressing the Adviser Gender Gap
2021 Practice Progress Webinar: SEPs, SIMPLEs and More
Join us Tuesday July 13 at 2 p.m. EST for the next edition of the 2021 Practice Progress webinar series, focused on the topic of growing your practice (efficiently and profitably) with small clients.
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth consecutive year.
Women in C-Suite Roles Remain Scarce, Even as More Enter Financial Services
Firms must take concerted action to prepare, train and promote more women to senior leadership roles.
Advisers Who Successfully Serve the LGBTQ Community
Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their needs.