Tag: Practice management

A Step in a New Direction

Today’s business model may add wealth management and other services—how plan advisers make it work.

Built to Last

Fundamentals for crafting—and retaining—a solid advisory team.

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.

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.

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.

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.