Tag: Advice

PANC 2018: Plan Committee Excellence

To this day, one of the most common reasons plan sponsors turn to advisers is to get assistance with governance, including items such as putting in processes that help avoid litigation and running an efficient committee meeting.

PANC 2018: The State of Adviser M&A

With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.

Helping Participants Brace for Market Volatility

The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.