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Practice Management

January 26, 2017

What Comes Next with DOL Conflict of Interest Standard

Experts in several discussions this week suggested organic market factors could take the place of DOL rulemaking that under the Obama Administration sought to raise the conflict of interest standards for advice. 

January 19, 2017

Firms Charge Ahead Regardless of Trump Policies

Retirement industry executives overseeing one of the largest recordkeeping businesses around say they are optimistic for the future of DC retirement planning, whatever policies emerge from Washington. 

December 28, 2016

What's Next for Robo-Advice in the DC Space?

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

December 19, 2016

A Year of Opinion from PLANADVISER Magazine

Few know the Employee Retirement Income Security Act (ERISA) as well as ERISA attorneys; at PLANADVISER, we’re lucky to rely on some of the best in the business for insight and analysis. 

December 15, 2016

RIA Industry Sees Stalling Organic Growth

Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and value proposition.