PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below.
For so many adviser firms across the retirement space, the way they conduct business has changed drastically since the start of the pandemic, which has forced employees and clients to observe social distancing rules.
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Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing focus on ‘wealth and retirement.’