Practice Management

Retirement specialist advisers should take a page from the pension plan playbook in helping DC clients overcome common misconceptions about retirement investing, says Rod Greenshields of Russell Investments.

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series...

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that...

Total financial adviser headcount continues to decline despite strong asset growth for the advisory industry in recent years, according to Cerulli Associates.

If you are thinking about practice valuation, consider some steps to get it into the best shape possible for the highest valuation.

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of folding because of weak participation.

Make it simple. Avoid jargon and complex graphics. And remind participants of the benefit they’ll receive—or give up—by participating in a workplace-based retirement plan.

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.

The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.

An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.

Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.

Addressing some commonly overlooked factors can improve preparations for retirement.

There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.

Sales team facing tough times? You’re not alone: advisers almost universally agree that business growth is a major challenge today, according to the Financial Planning Association (FPA).

A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.

Speaking in industry jargon is fine in the office, but not when speaking to plan sponsor clients and plan participants.