Tag: Practice management

What to Expect From a Biden Appointee-Led SEC

A former Securities and Exchange Commission litigator who was at the regulator during the transition from the Clinton administration to the Bush administration considers what might happen when Democratic President-elect Joe Biden takes office.

15th Anniversary of RPAY: Barbara Delaney

After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.

15th Anniversary of RPAY: John Barry

One difference between now and 2008 in terms of running an advisory practice is the “technology dividend,” says John Barry, that year’s winner of the PLANSPONSOR Retirement Plan Adviser of the Year award.

15th Anniversary of RPAY: Steve Wilt

Steve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says he is as busy as ever, though he can now leverage the resources of a national firm.

15th Anniversary of RPAY: Chad Larson

2007 PLANSPONSOR Plan Adviser of the Year Chad Larsen remained independent until last September, when HUB International acquired his firm. He says the past 13 years have been ‘a great time to be in this business.’

Adviser Industry Impact of COVID-19

The coronavirus has brought a cooling of the pace of M&A, questions about remote work and concerns about what a slowdown in growth could mean for those advisory firms that have been pushing hard for scale.