Invesco and Cerulli Launch Practice Innovation Index
According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact...
Tag: Wealth Management
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.
Growing Your Practice | Practice Management
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...
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...
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...
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’...
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...
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...
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.
Closing the Racial Wealth Gap
A Morningstar panel discussed how Black investors can build wealth and how financial professionals can help them.
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...
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...