Virtual Adviser Meetings: Here To Stay or Soon To Go?
Advisers review the main pros and cons of digital meetings and discuss whether or not they will become a permanent...
Tag: Advice
Automated Client Service and the Future of Advice
The emerging question of the day is how to combine human advice with digital technologies that make the basics of...
Cover Story
The Virtual Reality
Most plans offer digital access, yet participant engagement lags—what can advisers do?
FSI Partners With INROADS on Diversity and Inclusion Initiative
The two organizations will partner with FSI member firms to create mentorship opportunities and career pathways for young people in underserved communities.
When Robo Advisers Struggle to Scale
While automated client service now plays a key role for many advisory firms, investors who accumulate substantial assets will always...
2022 PLANADVISER Award Season is Here
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top...
M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.
Why Edward Jones Is Funding Alzheimer’s Research
The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical...
More CFP Board Sanctions Revealed, in Warning to Adviser Professionals
From personal income tax issues to fraud and involvement in civil litigation, the financial professional accreditation organization has identified a variety of punishable issues among its members or...
Tips for Sourcing Diverse Talent in 2022
According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there...
Creative Planning Acquires Berno Financial Management
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.
The Year in Top PLANADVISER News
From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this...
The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its...
Office Space in 2022: Flexibility Is Key
When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and...
FeeX and Coastal Partner on Held-Away Account Solution
The firms say held-away accounts often represent a large opportunity for individuals to grow their net worth, but they have historically been challenging for advisers to support.
Practice Management | Succession Planning
Future Faces
What to consider when creating a succession plan.
Trends
The Role of Pro Bono Services
Advisers working gratis for the underserved help get them on track.
Cover Story
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
Practice Management | Diversity
Strength in Diversity
The business case for building a heterogeneous workforce.