Practice Management
Talking Scale With Voya, Sterling Resources Leaders
Over the past decade, the universe of retirement plan recordkeepers has contracted from about 400 to approximately 150, with no signs of slowing. Experts say one lesson learned in this time is that not all scale is created equal.
Cover Story
Practice Management
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.