PRACTICE PROGRESS Webinar Series: CITs and More
The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other investment vehicles. Join the live discussion and share your comments and questions!
Why Are Financial Services Firms Looking to Wealth Management Leaders?
Meet SageView’s New COO, Fresh From Goldman Sachs
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
A Conversation with the SEC at PANC 2022
Experienced retirement plan advisers know the Securities and Exchange Commission is a critical regulator for their industry. In September, we’ll sit down with the SEC for a discussion about the Commission's many concurrent priorities.
A Q&A With an Adviser to Advisers
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research into behavioral finance.
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority. Join us at 2 p.m. on July 19!
Retirement Income Evolution
Special Training Course for Advisers Serving Gov, Military Clients
Mike Harris, chair of retirement studies at the College for Financial Planning and a 1982 graduate of the U.S. Air Force Academy, will lead the program.
Invesco and Cerulli Launch Practice Innovation Index
According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact they make on clients’ lives.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.
November SEC Advertising Rule Compliance Date Fast Approaching
Experts with the Wagner Law Group say complying with the marketing rule can be a significant process, and firms need to make sure they are on track for full compliance by early November.
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey from Principal.
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
CFP Board Publishes New Book on Psychology of Financial Planning
The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology factored into the CFP exam.