Tag: Business model

A Q&A With New CFP Board Chair Kamila Elliott

One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to make high school students more aware of the financial services profession.

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 is a lack of diverse and talented people seeking success in financial services is not making a sufficient effort to find them.

Can the Adviser Industry Make Real DE&I Progress in 2022?

Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.
PA-122721-OSC 1 Role of the Office in 2022-Brian Stauffer-web

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 whether) to bring staff back two years later.
PAND21 Feat-Succession Planning_Philip Lindeman-web

Future Faces

What to consider when creating a succession plan.

2021 M&A Lessons Learned, and What Comes Next

Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing the shops’ sizable client bases.

PA-112421-MA Deal Outlook_Patrick Edell-web

The 2022 M&A Outlook: Bumper or Bust?

Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions mounts.