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| Talking Adviser Recruiting with LPL Leadership |
| As retirement specialist advisers shift away from commissioned service and towards relationship-based wealth management and plan design consulting, providers of brokerage and investment management services are making their own changes to attract and retain skilled advice professionals—while protecting their own bottom line.
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| Competing for Advisers With Tools and Services: Retirement Industry M&A Activity |
| Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service; PLANADVISER hears from Fi360, AssetMark, Cetera Financial and others about their visions for the future.
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| AssetMark Executive on Outsourcing and Practice Growth |
| Matt Matrisian, SVP of strategic initiatives at AssetMark, is passionate about the topic of advisory practice management, enough so that he wrote a 300 page book on the subject; chatting off-the-cuff with PLANADVISER, he argues outsourcing is the way of the future.
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| Driving Down Plan Costs a Clear Focus for FixedFee401k |
| Our series of exclusive articles featuring retirement industry “disruptors” continues with another growing provider in the small- and mid-market, promising 50% lower costs than the traditional competition through the exclusive use of fixed fees.
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| Insider Service and Strategy Talk With PGIM |
| In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and progressive plan design.
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| 3(38) Market Leader CAPTRUST Talks Growth Trends |
| “If the whole DC plan advisory industry could have a do-over from say, 20 years ago, I think there would probably be much more of an emphasis from a lot of different firms on the 3(38) arrangement,” says CAPTRUST CEO Fielding Miller; in an exclusive interview, he describes in detail the firm’s success building scale in the 3(38) fiduciary advice market.
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| Transamerica’s New TPA Requirement Denotes Industry Pressures |
| Our series of exclusive interviews with retirement plan service providers, new and established, continues with Transamerica—which just recently announced a requirement that all new plans coming onto the platform with less than $3 million in assets must employ a retirement specialist TPA.
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