Fidelity reports there were 127 registered investment adviser merger or acquisition transactions during all of 2019, which is up 44% over 2018.
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run their practices.
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners.
Deal volume and value eased during the third quarter after an “unprecedented” first half of 2019.
One adviser charges a flat fee up to certain asset levels, and then additional basis points as plans grow, while another emphasizes the detailed, time-intensive fiduciary work he does for clients when asking for a fee increase.
Advisers need to balance the many demands on their time that come from running and expanding a practice.
Finding the right partner can be critical, both to winning new business and keeping clients happy.
Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day Wednesday, September 25.
The SECURE Act could make ‘open’ MEPs a reality—and a benefit to advisers if they are proactive.
Advisers share their own stories about increasing their referability.
What strategies are most effective for attracting younger and more diverse job candidates?
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.
Representatives from the 2019 Retirement Plan Advisers of the Year awards program detail their practice outlooks, client services and team structures.
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.