Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major providers coming together.
Technology, investment management, and legal and compliance are the top three areas where advisory practices often turn to outside experts, according to Fidelity.
This list includes advisers who reach the top of their respective peer groups in terms of assets under advisement or number of retirement plan clients, including defined contribution, defined benefit and nonqualified plans.
One key M&A trend identified in a new PwC report is the growing prevalence of large asset management and/or private equity entities making minority-stake investments in wealth management firms.
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
Advisers and providers in the defined contribution plan arena want to take a bite out of banks’ dominance in the health savings account marketplace, and they are building solutions to make it happen.
Fidelity’s 2019 Wealth Management M&A Transaction Report shows there were 23 RIA deals inked during the year worth $1 billion or more.
CFB Board sees decumulation as a likely driver of digital advice innovation, especially as an aging population creates a need for more efficient and effective services.
This year, we introduced a new column, Marketing Mechanics, to highlight novel ways retirement plan advisers are seeking new business.
This year, the Practice Development column in PLANADVISER print explored various ways retirement plan advisers can expand their practices beyond 401(k)s, with the goals of adding new revenue streams, better serving participants and solidifying client relationships.
From targeted education to utilizing investments, 2018 highlighted different areas of financial wellness.
Data from Cerulli Associates shows advisory practices are migrating away from measuring their value based on their investment expertise.
Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.
Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are growing much faster than the average firm.
Pershing researchers warn that it is far harder for advisers to convey the uniqueness of their value propositions than is commonly assumed.