Most in the retirement planning industry agree that defined contribution is the future. But what opportunities are there for advisers interested in serving traditional defined benefit pensions? Many, it turns out.
Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem.
Sales of new plans are expected to decline throughout the rest of 2020, with small plans affected the most.
DCIIA and SPARK surveyed members in early April with regard to the CARES Act and the effects of the coronavirus pandemic.
As market volatility and the COVID-19 pandemic unfolded in March, merger and acquisition activity slowed, raising the obvious question of how the record pace of deals will be affected by the coronavirus pandemic.
The retirement planning business is a people business.
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.
High-end brokerage firms are seeing the appeal of being able to serve the middle and mass affluent markets, thanks in large part to the success of Fidelity and Charles Schwab.
We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities. Join us at our new venue in Arizona!
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals.