PLANADVISER Magazine

COVER

Greater Expectations

Many advisers have work to do, to help their clients help their workers attain retirement readiness.

Trends

Talking Points

A Cents-ible ApproachPenny-framing can be used effectively to ease savings decisions for participants. For example, a 7% saving rate would be expressed as saving “7 pennies” from every...
Trends

On the Move

➜ PGIM, the global investment management business of Prudential Financial Inc., appointed Eugenia Unanyants-Jackson to the newly created role of global head of environmental, social and governance➜ PGIM also appointed...
Growing Your Practice | Succession Planning

Staying Power

How some advisers are ensuring their team carries on strong when they leave.
Growing Your Practice | Succession Planning

Multiple Successors

By joining CAPTRUST, in 2009, Mark Davis, senior vice president, financial adviser, gained the ability to select his successors from...
Growing Your Practice | Succession Planning

Competition and Succession

Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice...
Growing Your Practice | Succession Planning

Family First

\When Dorann Cafaro retired, her daughter, Jamie ­Greenleaf, became principal and president of what is now Cafaro Greenleaf. While the...
Growing Your Practice | Practice Management

A Digital Divide

Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.
Cover Story

Connectivity

Retirement plan specialists are acquiring wealth management firms.
Growing Your Practice | Practice Management

Is It Time to Let Go?

Working with unprofitable clients can be a challenge.
Growing Your Practice | NQDC Plans

Another Retention Tool

Nonqualified deferred compensation plans can help build clientele.
Growing Your Practice | RFPs

The Evolving Use of RFPs

The volume has increased, as has what advisers must do to make the finals.
view archive