Practice Management | Diversity
Strength in Diversity
The business case for building a heterogeneous workforce.
Tag: Business model
2021 M&A Lessons Learned, and What Comes Next
Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing...
2021 RIA M&A Action Continues at Record Pace
Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.
Watch the 2021 Practice Progress Webinar Finale on Demand
Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of...
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty...
Differentiating ‘Diversity’ and ‘Inclusion’ Helps Address Both
One research report defines ‘inclusion’ as the degree to which employees are embraced and enabled to make meaningful contributions.
Succession Planning Marketplace Evolves
While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need...
Creative Planning Acquires Dashboard Wealth Advisors
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
Adviser Apps Not Just a ‘Check the Box’ Item
Mobile applications have become an important part of the advisory client’s user experience and can potentially make a big difference on how a firm is seen.
Learning From the CFP Board’s Latest Sanctions
While not a regulator, the Certified Financial Planner Board of Standards still keeps a close eye on its members’ conduct, and it has recently ordered sanctions against nearly...
NFP’s Wealthspire Acquires Private Ocean
Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”
The Fiduciary Insurance Market Crunch Matters for Everyone
In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan...
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’...
M&A UPDATE: Lockton and Creative Planning Latest to Join Forces
One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking...
The Role of Pro Bono Services in Financial Advisers’ Practices
Pro bono advisory work is helping to serve those who have been traditionally under and poorly served by the financial advisory industry—while giving some advisers a renewed sense...
Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were...
Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement...
Raymond James Rolls Out Alerts Portal and Succession Planning Platform
In addition to easing the burden of succession planning, the firm is seeking to create more efficient collaboration among financial advisers and their teams.
A Year of Disruption Spotlights Tech, Cybersecurity
Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.
WEBINAR TODAY: Lessons From 15 Years of PLANADVISER Magazine
Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how...