Practice Management

exclusives January 14th, 2022

A Q&A With New CFP Board Chair Kamila Elliott

One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to make high school students more aware of the financial services profession.

Practice Management January 6th, 2022

Hub International Acquires Another Top 100 Advisory Shop

The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation in 2022.

exclusives January 5th, 2022

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.

exclusives January 3rd, 2022

Can the Adviser Industry Make Real DE&I Progress in 2022?

Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.

Practice Management December 29th, 2021

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.

PA-122721-OSC 2 Role of the Office-Culture-Brian Stauffer-web

exclusives December 29th, 2021

The Role of Firm ‘Culture’ in an Evolving Industry

Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its financials—but what, exactly, is firm culture?

PA-122721-OSC 1 Role of the Office in 2022-Brian Stauffer-web

exclusives December 29th, 2021

Office Space in 2022: Flexibility Is Key

When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and whether) to bring staff back two years later.

exclusives December 20th, 2021

SPACS, the Advisory Business and M&A Trends

Adam Dooley talks with PLANADVISER about the company he wants to buy with his new special purpose acquisition company, which he says should be focused on investment adviser practices.

Practice Management December 14th, 2021

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.

Practice Management December 10th, 2021

2021 RIA M&A Action Continues at Record Pace

Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.

Practice Management December 8th, 2021

Watch the 2021 Practice Progress Webinar Finale on Demand

Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of improving diversity and inclusion. The last Practice Progress webinar for 2021 will explore this critical topic.