Ways to Find New Clients
‘Fun’ and ‘practical’ strategies to help you grow your business.
Tag: Practice management
Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Deals & People
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
Practice Management / Cover Story
Built to Last
Fundamentals for crafting—and retaining—a solid advisory team.
Deals & People
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.
Practice Management
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.
PANC 2022: DEI at Work
Advisers share insights about how they are changing the composition of their firms—from entry-level positions to senior management—to better reflect the demographics of the U.S.
Data & Research
The Future of Work in the Investment Industry
The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.
Talent Management Trends and a Focus on the Future
Many financial advisory firms are rethinking their talent management strategies, with a focus on serving a more diverse and dynamic set of future clients.
Practice Management
Compliance
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
A Q&A With an Adviser to Advisers
AssetMark’s Matt Matrisian says leading firms in the retirement plan adviser industry are increasingly focused on business management issues, with many shop leaders having to step back from their preferred activity: spending time with clients.
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller firms that can be ‘tucked into’ CAPTRUST’s existing regional offices.
HUB’s $1.1B CSi Acquisition Highlights Ongoing Consolidation
Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see good reasons to consolidate.
Products
Practice Management
Deals & People
Products
Deals & People
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.
Q1 M&A Deals Undaunted by Volatile Markets
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.
Introducing the 2022 PLANADVISER Vision Awards
With the inaugural edition of the award, we recognize WIPN—WE Inspire. Promote. Network.—and Bradford Campbell, partner at Faegre Drinker and former head of the Employee Benefits Security Administration.
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
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.
Pensionmark CEO on World Insurance Acquisition Mechanics
According to Pensionmark CEO Troy Hammond, the advisory network’s acquisition by World Insurance Associates is structured to allow its advisers to maintain ownership of their business but also to become owners of a bigger entity.
M&A Update: Pensionmark Acquired by World Insurance Associates
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.