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.
Tag: Practice management
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...
growing your practice | referrals
Building Out Referral Networks
How should you ask your centers of influence for recommendations?
Snappy Kraken Launches ‘Convos’ Texting Service
The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth...
New WIPN Research Compares ‘Advocates’ and ‘Mentors’
Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do...
LPL and SmartAsset Partner in Vendor Affinity Program
LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.
How Advisers Can Play a Role in Serving Gig Workers
This part of the workforce needs holistic advice on employee benefits and help understanding basic finances. Sources agree the industry...