The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its...
Tag: Practice management
Office Space in 2022: Flexibility Is Key
When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and...
Managing Provider Relationships | Q&A
Joe DeNoyior
On his move to management at Hub and his thoughts about industry trends.
Practice Management | Compensation
Fee Models Are Shifting
How advisers choose to be paid is evolving with their business.
Practice Management | Culture
A Workforce in Flux
Adviser and client retention strategies in light of The Great Resignation.
Practice Management | Diversity
Strength in Diversity
The business case for building a heterogeneous workforce.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty...
Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of...
Differentiating ‘Diversity’ and ‘Inclusion’ Helps Address Both
One research report defines ‘inclusion’ as the degree to which employees are embraced and enabled to make meaningful contributions.
Itzoe Launches Getre(k)ruited.com Industry Networking Platform
Josh Itzoe says the idea for his new venture—a networking and hiring platform focused on firm culture and professional preferences—came from conversations he has had since selling his...
Publisher’s Note
On Our 15th Year
Our mission to help you—and us, too—better understand the issues you face, and give you strategies to help resolve them,...
Managing Provider Relationships | Q&A
Kathleen Kelly
On Marsh McLennan acquiring Compass Financial Partners.
Managing Relationships | Strategic Partnerships
Building Strategic Partnerships
What advisers should look for in a potential referral source.
Feature
PLANADVISER’s 2021 Top 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
WEBINAR TODAY: Lessons From 15 Years of PLANADVISER Magazine
Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how...
Adviser Industry Posts Another Quarterly M&A Record
Echelon’s latest merger and acquisition research finds U.S. private equity firms and strategic acquirers are pivoting their attention overseas as...
PANC 2021: Telling Your Story
Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between...
CFP Board Partners With Two Firms to Establish Diversity-Focused Scholarship
The deadline to apply for a 2021 scholarship award is October 10, 2021, though plans for multiple years of scholarships sponsored by Ballentine Partners and Aspiriant are already...
RIAs Leave NYC in ‘Mini Exodus’; More Move to Florida
The COVID-19 pandemic has presented an opportunity for firms to reconsider their physical footprint and relocate their headquarters to new areas that better suit their needs.
Trends
Career Mentor or Advocate?
Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their...