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...
Tag: Client satisfaction
Cover Story
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
More Sponsors Seeking Expert Advisers
After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of...
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.
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...
A Year of Disruption Spotlights Tech, Cybersecurity
Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.
Managing Relationships | Strategic Partnerships
Building Strategic Partnerships
What advisers should look for in a potential referral source.
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...
Protecting Elderly Clients From Financial Abuse
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can...
growing your practice | referrals
Building Out Referral Networks
How should you ask your centers of influence for recommendations?
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...
We Nailed That RFP Response! (Didn’t We?)
Wouldn’t you love to be a fly on the wall at the plan sponsor defined contribution committee meeting where members...
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...
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth...
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...
The Inside Take: Ascensus CEO on GIC, Stone Point Acquisition
Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...
M&A Update: OneDigital Acquires Westminster Consulting
The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.