Magazine Articles

What can make a retirement and wealth M&A stick?

With increasing costs, financial wellness programs should prove their worth.

Circuit courts are mixed on arbitration clauses in plan documents.

If you won the lottery, would you take the lump sum, or the monthly payments? I’ve heard that most people...

For our latest PLANADVISER roundtable, Alex Ortolani, editor of PLANADVISER, digital, talked with (from left, above) Sara Matlock, vice president – consulting,...

The adviser’s essential role is to help clients meet their fiduciary obligations.

Do you want “a seat at the table for the finals,” as Greg Middleton puts it? Increasingly, advisers are being...

A look in the mirror can be a healthy 1st step in any transition.

Review your policies and procedures—it’s a fiduciary duty

How to communicate with the various age groups in the workforce.

How to gauge, and assuage, that ‘fight or flight’ response.

How advisers can justify their fees and help sponsors find other ways to cut costs.

Long Moves to Board Chairman SageView Advisory Group CEO and founder Randy Long stepped into the role of board chairman,...

The answer may not be what you’d expect.

This year’s PLANADVISER Industry Leader Awards recognize outstanding plan advisers, and others, who are making positive changes in this noisy...

Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since...

Ben Cardin to Retire Senator Ben Cardin, D-Maryland, announced that he will not seek re-election in 2024. Cardin first entered...

Plan committee meetings are often the main face-to-face time that advisers have with their clients and are crucial times for...

3 experts cite clients’ biggest concerns about the new retirement act.

Clients are someone else’s prospects.