In M&A Assessments, Culture Matters as Much as Revenue
The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships...
EXCLUSIVES
The Future Open-MEP Market
There are two potential pathways for the broad adoption of open multiple employer plans by small businesses, one driven by advisers and the other by recordkeepers.
Female Advisers Lead the Push for Greater Diversity
They believe that the role of advisers has become more holistic, making the profession more appealing and accessible.
Your Clients’ Cybersecurity Concerns
Retirement plan advisers can help plan sponsor clients know their providers are taking the right steps to protect participant data—without...
How To Make 529 Plan Service Pay Off
Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers...
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth...
Millennial Misconceptions: Younger Workers Prioritize Retirement
Millennials may make different life choices than previous generations, but they are also more engaged at an earlier age with...
ESOPs Offer Additional Business Opportunity for Retirement Plan Advisers
Employee stock ownership plans deliver benefits to employers and employees. Advising ESOPs can bring new opportunities.
Is Your Advisory Business Market-Ready?
There are many succession options for retirement plan advisers planning for their own futures, but whatever route an owner may take, advanced planning will improve the process.
Will Retail ETF Popularity Ever Translate to Retirement Plans?
Among the hurdles to offering exchange-traded funds in a retirement plan is the fact that excessive ETF trading can be...
With LDI, DC Plans Can Address Individuals’ Retirement Obstacles
LGIMA and TIAA executives predict individual investors will adopt some principles of “liability-driven investing” commonly practiced by pensions.
Will Your Errors and Omissions Insurance Policy Keep You Dry?
Buyer Beware! One experienced matchmaker pairing RIAs with providers of E&O insurance policies likens the space to the Wild West,...
Workplace and Retail Advice Should be Complementary
Workers higher up on the income scale typically will utilize workplace retirement advice to get a trusted second opinion, as...
Some Say Investors Are Better Served by Tactical TDFs
The Great Recession prompted many target-date fund managers to begin to consider tactical glide-path deviations based on market conditions and...
Clear Ground Rules Essential With 3(38) Fiduciary Clients
Experts share strategies for helping advisers taking on 3(38) fiduciary clients understand how they can set up the right processes...