Tag: Plan providers

What Is Too Few?

In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the industry.

Retirement Planning for Business Owner Clients

Many small business owners have only planned for the future insofar as deciding that they will ultimately sell their firms and use the proceeds to finance their retirement; they need expert help from advisers, and so do their employees.

Competing for Advisers With Tools and Services: Retirement Industry M&A Activity

Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service; PLANADVISER hears from Fi360, AssetMark, Cetera Financial and others about their visions for the future.