Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report.
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.
PANC 2022: DEI at Work
Talent Management Trends and a Focus on the Future
Why Are Financial Services Firms Looking to Wealth Management Leaders?
Meet SageView’s New COO, Fresh From Goldman Sachs
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
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
Resignation Stress Squeezes Governmental Employers, Too
Mirroring the private sector, employee separations are elevated across state and local government employers.
PLANADVISER Practice Progress Webinar Series: Financial Wellness
Achieving a sense of short-term financial wellness is hard enough during times of market growth and economic stability, but the challenge only deepens when inflation and interest rates jump.
Building Practice Culture: The Next Generation
Building Practice Culture: Mentors and Mentees
HUB’s $1.1B CSi Acquisition Highlights Ongoing Consolidation
Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see good reasons to consolidate.
Building Practice Culture: Showing You Care
Special Training Course for Advisers Serving Gov, Military Clients
Mike Harris, chair of retirement studies at the College for Financial Planning and a 1982 graduate of the U.S. Air Force Academy, will lead the program.
Retirement Prospects in the US: ‘Not Great, Not Bad’
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.
CFP Board Publishes New Book on Psychology of Financial Planning
The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology factored into the CFP exam.
Q1 M&A Deals Undaunted by Volatile Markets
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.