Practice Management

Meet SageView’s New COO, Fresh From Goldman Sachs

Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing focus on ‘wealth and retirement.’

A Q&A With an Adviser to Advisers

AssetMark’s Matt Matrisian says leading firms in the retirement plan adviser industry are increasingly focused on business management issues, with many shop leaders having to step back from their preferred activity: spending time with clients.

A Conversation About Managed Accounts

Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice Progress webinar.