Pontera and Mutual Group Launch New Partnership
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
Tag: Client satisfaction
CFP Board Rolls Out Advisory Firm ‘Roadmap’
The Certified Financial Planner Board of Standards has also published a new resource guide for firms, detailing the ways to engage with the CFP Board and its Center for Financial Planning.
Products
PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of annual Adviser Choice Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on May 3, 2022 in New York City.
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 fixture.
Cover Story
Data & Research
The Virtual Reality
Most plans offer digital access, yet participant engagement lags—what can advisers do?
A Financial Wellness Case Study
The California-based cold-pressed juice brand Pressed Juicery has embraced a progressive financial wellness program that can help employees address the financial challenges they face at different points in their working lives.
Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
Products
Recordkeeper Empower Retirement Announces Name Change
The change, which will see the word ‘Retirement’ dropped from the recordkeeper’s name, represents the company’s efforts to enhance its overall financial wellness offerings.
Practice Management
Practice Management
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 Retirement Plan Advisers listing.
Hub International Acquires Another Top 100 Advisory Shop
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation in 2022.
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 financials—but what, exactly, is firm culture?
Cover Story
Client Service
Client Service
Deals & People
Practice Management
Trends
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
More Sponsors Seeking Expert Advisers
After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of expertise.
Adviser Apps Not Just a ‘Check the Box’ Item
Mobile applications have become an important part of the advisory client’s user experience and can potentially make a big difference on how a firm is seen.
M&A UPDATE: Lockton and Creative Planning Latest to Join Forces
One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking the plan adviser and recordkeeper industry for some time now.
A Year of Disruption Spotlights Tech, Cybersecurity
Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.
Elder Financial Abuse
What advisers can do to protect aging clients.
Managing Relationships | Strategic Partnerships
Practice Management
Building Strategic Partnerships
What advisers should look for in a potential referral source.
WEBINAR TODAY: Lessons From 15 Years of PLANADVISER Magazine
Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how things have changed and what comes next.
Protecting Elderly Clients From Financial Abuse
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can befall clients; for example, those victimized by a loved one lose nearly three times as much on average to fraud or theft as those victimized by a stranger.