Tag: Advice

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CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.

Unmarried and Married Women Have Different Levels of Retirement Confidence
EBRI research demonstrates that unmarried women are significantly less confident in their ability to live securely in retirement than their married counterparts.
Understanding Investor’s Evolving Concerns
Investors are less confident making decisions on their own, but most see positive change when they receive help from an adviser, according to data from Principal.
Hub FinPath Solution Seeks to Boost Employee Resilience
The new financial wellness solution aims to help employers round out the benefits programs they use to attract, retain and engage workers.

Advice Demand Buoys Optimism About Managed Account Growth

Why a Regional Bank Feels Well-Positioned for Small-Plan Success

Lessons From One Adviser’s Small-Plan Experience

How Advisers Can Help Smaller Nonprofits

SEC Flexes Regulatory Muscle with RIAs, Brokers in Focus

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.