Practice Management

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.

Practice Progress: Development of PEPs in 2021

The creation and operation of collective retirement plans has historically been a complicated affair, and while the SECURE Act has simplified key aspects of the process, some significant questions and challenges remain.

Including HSAs in an Adviser’s Practice

Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.

PANC 2021: Telling Your Story

Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between what is trendy or new and what goes against policy.