Wednesday, September 25th, 2024 A topical newsletter from PLANADVISER Team Management Strong teams are not only crucial for the success of an advisory practice, but the clients that it serves. The stories below consider trends in team management ranging from succession planning to use of new technology to scale. SPONSORED AD PRACTICE MANAGEMENT Staffing an RIA to Serve Small, Midsize Plans An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market. PRACTICE MANAGEMENT More Than Half of Plan Advisers Expect to Use AI Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying. CLIENT SERVICE Enhancing Client Engagement and Scalability Within Your Retirement Plan Business A 401(k) advisory marketing specialist discusses Days 61-90—and beyond—for creating a successful practice. CLIENT SERVICE What Investors Value in Financial Advisers Morningstar revealed that investors prioritize personalized financial advice and goal-based planning. IN PRACTICE Elections Could Effect Corporate DEI Programs The polarized political climate is causing corporations to reevaluate their commitment to diversity, equity and inclusion, according to a panel hosted by WIPN. IN PRACTICE CFP Board Launches Campaign to Attract Young Talent to Financial Planning Ads targeting younger workers call financial planning “quite possibly the perfect job.” Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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