Optimism About Practice Growth as Pandemic Drags On
2020 M&A Action Continues: Shine Wealth Partners Joins CAPTRUST
Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.
A Financial Services Diversity Action Plan
Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance.
15th Anniversary of RPAY: SageView Advisory Group
Getting Income Projections Right
15th Anniversary of RPAY: Joe Connell
15th Anniversary of RPAY: Pensionmark
An Eye-Opening Millennial Q&A
Kevin Boyles at Millennium Trust says companies have been responding to the pandemic with exceptional agility—driven in no small part by the expectations of their Millennial workers.
15th Anniversary of RPAY: Jeb Graham
Considerations When Constructing Plan Committees
Having an odd number of members is sensible, as is pursuing a committee that reflects the employee population’s demographics.
PANC 2020: Retirement Income and Participant Outcomes
Experts discussed solutions to retirement income challenges faced by plan sponsors and participants, sharing key strategies to help ease longevity concerns.
PANC 2020: Inside the Mind of the Small Business Owner
There are a few surprisingly common things advisers do that really alienate this key market segment.
PANC 2020: Advisers Giving Back—Ideas for Getting Started
Advisers share how they started various types of philanthropic work.
PANC 2020: Succession Planning, Mentorship and Practice Diversity
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors
The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.
Sign-up Here for the 2021 Top 100 Retirement Plan Adviser Process
Individuals and teams interested in being considered for PLANADVISER’s 2021 Top 100 Retirement Plan Adviser designation should complete our short registration form by Wednesday, September 9. This first step only takes a moment, so don't wait!
15th Anniversary of RPAY: Stace Hilbrant
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year award in 2011.
Remote Meetings May Continue Indefinitely, In Part, for Advisers
One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who used to travel extensively across the country are welcoming videoconferencing.
