Participant Data is Key to Developing Better Financial Wellness Programs
Participants are comfortable with providing a variety of personal data points to their financial advisers, in the hopes that they will, in turn, receive more personalized and relevant financial advice.
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand more than just retirement.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority. Join us at 2 p.m. on July 19!
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.
Invesco and Cerulli Launch Practice Innovation Index
According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact they make on clients’ lives.
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.
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.
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?
The Virtual Reality
A Financial Wellness Case Study
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.
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.
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
A Shift in the Tech Landscape
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.