Tag: Practice management

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.

New SEC Advertising Regulations Warrant Caution

The new principles-based approach to advertising regulations may allow advisers to better tell their stories to prospective clients, but it still requires careful recordkeeping and accurate statements.