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Weekday news and analysis for retirement plan advisers
Thursday, December 30, 2021
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Special Coverage
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.
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Deals & People
Practice Management
Client Service
Data & Research
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?
Today’s Most Read
1. Experts Predict Major Growth in Retirement Coverage, Benefits
2. Why 529 Education Savings Plans Are More Valuable Than Ever
3. Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
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.
The Role of Pro Bono Services
Advisers working gratis for the underserved help get them on track.
Fee Models Are Shifting
How advisers choose to be paid is evolving with their business.
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.
Market Mirror Market Mirror Graph

Editor’s note: Market data updates will resume after the New Year’s holiday.

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