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
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
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.
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
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
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.
SageView Names Wealth Management Head in Sign of Evolving Industry
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
How Financial Services Employees Feel about Cybersecurity
A new study shows that most people working in regulatorily sensitive industries such as financial services are aware of the importance of cybersecurity and privacy policies, but employers should still shape their communications to include more practical tips.
Josh Itzoe Launches FiduciaryRx Platform
The former Greenspring Advisors professional describes FiduciaryRx as a modern tech platform that empowers advisers to improve the ‘fiduciary wellness’ of their plan sponsor clients.
Commonwealth Launches Virtual Administration Program
The new offering pairs advisers, who need support in a range of operational areas, with practice support professionals who are trained and employed by Commonwealth.
An SEC Regulatory Status Report
One expert attorney who works on Securities and Exchange Commission compliance issues says the regulator is feeling a growing sense of pressure to advance the Biden administration’s ambitious agenda as quickly as possible.
Talking Points
Keith J. Gredys
Where Student Loan Debt, Retirement Savings and Financial Wellness Intersect
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the intersection of financial wellness and retirement planning.
eMoney Advisor Enhances Digital Marketing and Engagement Tool
The tool aims to help financial professionals more easily grow, retain and engage their client bases.