Practice Management

Tips for Sourcing Diverse Talent in 2022

According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there is a lack of diverse and talented people seeking success in financial services is not making a sufficient effort to find them.

The Year in Top PLANADVISER News

From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this year.

2021 M&A Lessons Learned, and What Comes Next

Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing the shops’ sizable client bases.

PA-112421-MA Deal Outlook_Patrick Edell-web

The 2022 M&A Outlook: Bumper or Bust?

Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions mounts.

Succession Planning Marketplace Evolves

While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.