Industry Changes Reflected in NFP Business Realignment
The firm says its personnel changes will help it meet clients “wherever they are” and address the needs of plan sponsors, family offices and high-net-worth individuals equally.
Tag: Wealth Management
Growing Your Practice | Practice Management
Deals & People
Deals & People
Deals & People
Deals & People
Deals & People
Deals & People
Trends
Products
A Digital Divide
Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.
SageView Names Wealth Management Head in Sign of Evolving Industry
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
Why Edward Jones Is Funding Alzheimer’s Research
The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical challenge to individuals, unpaid caregivers and their families.
Creative Planning Acquires Berno Financial Management
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.
Can the Adviser Industry Make Real DE&I Progress in 2022?
Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.
PCIA Announces Another Acquisition Amid Red-Hot Industry M&A
Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.
Creative Planning Acquires Dashboard Wealth Advisors
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’ collective growth.
Elder Financial Abuse
What advisers can do to protect aging clients.
Gallagher Launches Personalized Wellness Coaching Service
The new Gallagher Money Coaching program is focused on promoting financial well-being and resiliency through personalized coaching.
Protecting Elderly Clients From Financial Abuse
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can befall clients; for example, those victimized by a loved one lose nearly three times as much on average to fraud or theft as those victimized by a stranger.
How Leaders Are Addressing the Adviser Gender Gap
Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises the question of just what is so unwelcoming about the advisory business.
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
Investing
Closing the Racial Wealth Gap
A Morningstar panel discussed how Black investors can build wealth and how financial professionals can help them.
Trends
Products
An Age-Old Problem
Advisers often disregard life expectancy when designing financial plans.
The Why Behind Moneta’s Self-Funded Trust Company
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one generation to the next.
Data & Research
Practice Management
Advisers Need to Get Smarter About Life Expectancy
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is foundational to building an effective financial plan.
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.