PLANADVISER Magazine

How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review...

Plans are being won from other advisers.

Transactions, promotions and new hires in the financial advisory industry.

How to best assess an advisory firm’s worth for a merger or an acquisition.

There’s more participants should understand than just cutting back on equities.

For these versatile past Advisers of the Year, the plan is just the beginning.

How advisers can be sure to deliver all that new partners expect.

The opportunities for advisers, in pooled employer plans.

How advisers who only do rollovers would avoid prohibited transactions.

The nuances of a qualified professional asset manager’s role.

Celebrating the good works of advisers who give back to their communities in personal ways.