Q1 M&A Deals Undaunted by Volatile Markets
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.
Tag: Career
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
New OneDigital Adviser on Succession, Growth and More
For one advisory shop, the start of discussions about succession planning quickly led to deeper questions and, eventually, a major step forward for the firm and its staff.
Pensionmark CEO on World Insurance Acquisition Mechanics
According to Pensionmark CEO Troy Hammond, the advisory network’s acquisition by World Insurance Associates is structured to allow its advisers to maintain ownership of their business but also...
M&A Update: Pensionmark Acquired by World Insurance Associates
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.
SageView Names Wealth Management Head in Sign of Evolving Industry
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national...
CFP Board Rolls Out Advisory Firm ‘Roadmap’
The Certified Financial Planner Board of Standards has also published a new resource guide for firms, detailing the ways to engage with the CFP Board and its Center...
A Financial Wellness Case Study
The California-based cold-pressed juice brand Pressed Juicery has embraced a progressive financial wellness program that can help employees address the...
More Lessons From Record M&A Action Backed by Private Equity
In part due to the growing role of private equity backers, competition between ‘financial buyers’ and ‘strategic acquirers’ appears set to heat up in the coming years.
FSI Partners With INROADS on Diversity and Inclusion Initiative
The two organizations will partner with FSI member firms to create mentorship opportunities and career pathways for young people in underserved communities.
2022 PLANADVISER Award Season is Here
The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top...
M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.
A Q&A With New CFP Board Chair Kamila Elliott
One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to...
More CFP Board Sanctions Revealed, in Warning to Adviser Professionals
From personal income tax issues to fraud and involvement in civil litigation, the financial professional accreditation organization has identified a variety of punishable issues among its members or...
SageView Reveals Channel Financial Acquisition
The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes...
Hub International Acquires Another Top 100 Advisory Shop
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation...
Tips for Sourcing Diverse Talent in 2022
According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there...
Can the Adviser Industry Make Real DE&I Progress in 2022?
Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but...
The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its...