Tag: Career

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.

A LIMRA study suggests upwards of nine in 10 young financial advisers are satisfied with their career prospects.

Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match...

Financial advisers are not adequately preparing to deliver advanced digital capabilities to meet the expectations of younger generations of investors, according to Aite Group research.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.

It wouldn’t be a new year without thinking about the things you’d like to change or improve. We asked retirement plan specialists about progress on their New Year’s...

Just after Groundhog Day seems like a good time to take a peek at those work-related resolutions.

Many years ago, the PLANADVISER Top 100 Advisers began as an endeavor for our sister publication PLANSPONSOR.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.

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...

Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.

Treye Weilbacher has joined John Hancock Retirement Plan Services as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.

Pinnacle Plan Design has expanded into the New York market with the addition of Susan Feit as a consulting actuary.

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.