PLANADVISER Weekend Newsdash
Week ending May 31st, 2019

Happy Friday, readers! This weekend’s newsletter is focused on the topic of practice growth and prospecting. Is your firm hitting its growth targets so far for the year? If not, the articles collected below may offer some food for thought. We hope you will share some of what you read with a client or colleague.

Practice Growth
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in more holistic ways. Read more >
How Does Recordkeeper Consolidation Affect Plan Advisers?
Ongoing recordkeeper consolidation means fewer providers from which to choose, but sources disagree about whether this will significantly change the adviser experience or not. Read more >
In M&A Assessments, Culture Matters as Much as Revenue
The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships and enthusiastic staffers in steering industry M&A activity. Read more >
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business. Read more >
Clear Ground Rules Essential With 3(38) Fiduciary Clients
Experts share strategies for helping advisers taking on 3(38) fiduciary clients understand how they can set up the right processes and procedures—up front—for dealing with client concerns and questions about the investment menu. Read more >
MOST POPULAR STORIES
Learning the Medicare Alphabet Is a Must for Modern Advisers
Do you know the difference between Medicare Parts A and B? What About Parts C and D?
An IPS Is Not Required
But there’s no good reason for a plan not to have one.
United Technologies Announces Pension Buyout, Lump-Sum Window
The company expects the actions will reduce the overall size of its pension obligations by approximately $1.77 billion.
Coaching the Committee
What advisers should ensure that members understand
Reg BI Could Make It Easier for B/Ds to Compete With Retirement Plan Advisers

Experts say the new SEC rules could allow brokers to encroach into the traditional territory of advisers without having to meet the same fiduciary standard of care.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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