PANC 2018: Responding to RFPs
It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it...
Tag: Practice management
PANC 2018: The State of Adviser M&A
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
Adviser Survey Closes End of Day – Take To Be Eligible for Top 100 Advisers
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual...
PLANADVISER National Conference 2018: Still Time to Register
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening...
Ladenburg Launches Succession Planning Platform
According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals...
Bill Beardsley Exits LPL Retirement Partners Business
At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and...
Adviser Executives Expect Strong Headcount Growth This Year
Polling its members, the Investment Adviser Association finds broad optimism about business prospects in the year; many firms report plans to grow headcounts by up to 10%.
RBC Wealth Management Revamps Practice Management Support
The firm is launching a new adviser support program featuring dedicated coaches and customized online tools to support firm growth and improve the client experience.
Ladenburg Reveals Retirement Plan Consulting Platform
The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.
Exciting Announcements About 2018 PLANADVISER National Conference
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening...
Reaching New Markets: Cash Balance Strategic Plan Terminations
“What actually is a strategic plan termination?” This is a question Dan Kravitz hears quite a lot from both defined benefit plan sponsors and retirement specialist advisers.
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms...
Trendspotting
Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it's 40%
Questis Partners with MX for Data Aggregation
Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.
Skill in Fiduciary Discretion Discussions Brings Lots of Low-Hanging Fruit
Independent advisory shop founder Joe Gordon talks about winning new plan business from brokers and bank advisers who are “seriously fumbling the discussion with clients about fees and...
DISRUPTION: AssetMark Executive on Outsourcing and Practice Growth
Matt Matrisian, SVP of strategic initiatives at AssetMark, is passionate about the topic of advisory practice management, enough so that he wrote a 300 page book on the...
RIAs Predict 41% of New Clients Will Be Gen X, Millennials by 2023
This will mean shifting their current focus from Baby Boomers, TD Ameritrade learned in a survey.