Publisher’s Note
What Is Too Few?
In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the...
Tag: Advice
Trends
Participant Misperceptions
Distinguishing myth from reality can be hard when it comes to DC plans.
Snappy Kraken Launches ‘Convos’ Texting Service
The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.
A Timely Discussion With the CFP Board
Kim Hayes, who serves as a director for the CFP Board, talked with PLANADVISER about adviser industry turnover, the need to improve diversity and the opportunities afforded by...
Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?
Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers...
Advocates Applaud New Elder Justice Bill
The Elder Justice Reauthorization and Modernization Act of 2021 dedicates funding to programs to address vulnerable seniors’ needs, and its advocates say the financial services industry has a...
LIVE WEBINAR TODAY: The Future of Health Care
Join us this afternoon at 2:00 p.m. EST for the next edition of the 2021 Practice Progress webinar series. The topic is The Future of Health Care—and What...
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal...
How Leaders Are Addressing the Adviser Gender Gap
Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises...
Adviser Op-Ed: The Merits of a Retirement and Benefits Task Force
A case for why retirement plan advisers and employee benefits professionals should join forces to meet workers’ financial health needs...
Adviser Op-Ed: Addressing the Retirement Plan Provider Disconnect
In today’s challenging operating environment, the adviser must not only provide sound advice for their client but take on multiple...
LPL and SmartAsset Partner in Vendor Affinity Program
LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
M&A Update: Fiduciary Plan Advisors Acquired by OneDigital
As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.
Epstein Financial Group Latest to Join Hub International
The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.
Participant Insights: Misperceptions About 401(k) Plans Abound
Two of the most prevalent misunderstandings that keep workers from signing up—that it is too complicated, and that retirement is...
Gen X Participants Are Even More ‘Sandwiched’ After COVID-19
However, there are several helpful actions and concepts that advisers can bring to the table.
Financial Wellness Is Really About Financial Priorities
Retirement industry researchers say the pandemic will have a lasting impact on the way people rank and pursue their financial...
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.
M&A Update: New Records and Picking Partners
When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity...
Advisers Giving Back: 401k Plan Professionals
Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and...