Pandemic Accelerates Practice-Growth Trends
Plans are being won from other advisers.
Tag: Career
HUB International Running Full Steam Ahead on RIA Acquisitions
The aggregator expects it will announce several more acquisitions of leading retirement plan advisory firms this year and have a busy 2021.
Deals & People
Compliance
Deals & People
Retirement Industry People Moves
Newport purchases PAi; Hub acquires Leading Edge businesses; and more.
Optimism About Practice Growth as Pandemic Drags On
There is still a robust amount of activity when it comes to advisers winning existing plans, but there has been a drop-off of new plan sales, sources say.
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.
Baystate Fiduciary Advisors Latest to Join HUB International
The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.
Practice Management
Practice Management
Practice Management
Practice Management
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
Since 2014, the consolidation that has taken place among recordkeepers and advisers has played to SageView’s strengths as an aggregator, says CEO Randy Long.
15th Anniversary of RPAY: Joe Connell
Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same.
15th Anniversary of RPAY: Pensionmark
Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm.
15th Anniversary of RPAY: Jeb Graham
One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is that plan sponsors are much more interested in the financial and physical well-being of their employees.
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
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.
Client Service
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.
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with Pensionmark, advises on more than $1 billion.
15th Anniversary of RPAY: the Prince Group
When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer 3(38) fiduciary services. Times have changed, says Doug Prince, CEO.
Why to Consider Minority Stake PE Investments
Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next?
Client Service
Advisers as Advocates for Systemic Change
Jamie Kalamarides is president of Prudential Group Insurance. He recently jumped on the phone with PLANADVISER for a frank and engaging Q&A focused on the results of his firm’s...