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.
The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
Upcoming Webinar: DCIO Evolution
Join us TODAY at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.
M&A Update: New Records and Picking Partners
When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity value.