Advisers Need to Get Smarter About Life Expectancy
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is...
Tag: Career
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.
M&A Update: New Records and Picking Partners
When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity...
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession...
Upcoming Webinar: Key Topics in Succession Planning
Join us May 11 at 2 p.m. EST for a timely and informative webinar on the crucial topic of succession planning.
Gig Economy Expected to Expand Post-Pandemic
In some ways, the gig economy was flourishing prior to the pandemic. Studies suggest the growth is likely to continue,...
Marketing Tips for 401(k) Plan Professionals
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.
M&A Update: OneDigital Acquires Westminster Consulting
The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.
PCIA’s Take on Retirement Adviser Industry M&A, Wealth Trends
Emerging market realities continue to strengthen the ties between retirement plan advisory services and individual wealth management, as evidenced by...
Q1 2021 Sees ‘Record-Shattering’ Pace of Adviser M&As
Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to...
Lessons in Building Talented Teams
In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance...
SEC Chair Nominee Gensler Faces Senate Scrutiny Tuesday
In his prepared remarks, Gary Gensler calls the U.S. securities markets the ‘finest in the world,’ while emphasizing the need for ‘clear rules of the road and a...
An M&A Q&A with Voya Retirement CEO Charlie Nelson
In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to...
M&A Update: Cammack and Atlanta Retirement Partners Find New Homes
The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by...
Transformational Trends
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be...
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers,...
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...
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...