Tag: Practice management

A Step in a New Direction

2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

Built to Last

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.

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

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

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.