PLANADVISER Magazine

It’s nearing the end of 2023—and, as per usual this time of year, I find myself pondering where time has...

Boomers Hold Half of the Nation’s Wealth Annuity Sales In the first 9 months of 2023, total annuity sales increased 21% to $270.6 billion.Source: LIMRA, U.S. Individual Annuity...

Stakeholders in the retirement, insurance and investment industries had called on the Department of Labor to double the comment period for a new fiduciary rule proposal from 60...

Retirement savings and behavioral finance expert Shlomo Benartzi is turning his attention to artificial intelligence. The University of California, Los...

Among ISS BrightScope’s NEXUS consortium members, mutual funds make up about 30% more assets and gross inflows than do collective...

PLANADVISER spoke to experts about how they provide financial wellness education to meet the needs of today’s participants. Since the COVID-19 pandemic, company leaders have had to rethink...

SageView Enhances Wealth Management Leadership Team SageView Advisory Group hired Matt Cosgriff as senior vice president and head of wealth...

“We expect that sponsors know everything they need to know, when, in reality, they wear multiple hats, and fiduciary education...

Attracting clients through a request for proposals process.

At the 2023 PLANADVISER National Conference, held in September in Scottsdale, Arizona, advisers heard from experts and leading professionals about...

Staying safe from evolving threats.

What advisers need to know.

How to connect with different personality types.

6 tips for getting the most from your day in front of the camera.

Appraise your past performance, then set new goals.