Introducing the 2022 PLANADVISER Vision Awards
With the inaugural edition of the award, we recognize WIPN—WE Inspire. Promote. Network.—and Bradford Campbell, partner at Faegre Drinker and...
Tag: Practice management
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
Pontera and Mutual Group Launch New Partnership
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
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...
How Financial Services Employees Feel about Cybersecurity
A new study shows that most people working in regulatorily sensitive industries such as financial services are aware of the...
Josh Itzoe Launches FiduciaryRx Platform
The former Greenspring Advisors professional describes FiduciaryRx as a modern tech platform that empowers advisers to improve the ‘fiduciary wellness’ of their plan sponsor clients.
Commonwealth Launches Virtual Administration Program
The new offering pairs advisers, who need support in a range of operational areas, with practice support professionals who are trained and employed by Commonwealth.
An SEC Regulatory Status Report
One expert attorney who works on Securities and Exchange Commission compliance issues says the regulator is feeling a growing sense of pressure to advance the Biden administration’s ambitious...
Trends
Talking Points
of respondents in a recent study by Fidelity Investments said they kept their financial resolutions for 2021, up from 58% in 2020. This suggests that actions taken at...
Managing Provider Relationships | Q&A
Keith J. Gredys
On Kidder Advisers’ approach to personalized wellness.
Where Student Loan Debt, Retirement Savings and Financial Wellness Intersect
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the...
eMoney Advisor Enhances Digital Marketing and Engagement Tool
The tool aims to help financial professionals more easily grow, retain and engage their client bases.
Commonwealth Launches Adviser Business-Building Program
The coaching program is aimed at advisers who want to grow revenue, add assets and gain new clients.
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...
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...