Advisory M&A News – 2/20/24
OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Tag: retirement plan advisers
Advisory M&A News – 2/5/24
Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...
Aon Notes ‘Terrific Opportunities’ for M&A
Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
The Standard Names New National Retirement Plan Sales Director
Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
BlackRock Heightens DC-Adviser Focus
Firm announces new resource center, and leader, to work across DC plan and financial advisement.
Leading Teams Starts With Mindset Shift
Many advisers rise through the ranks due to success with clients, but leading often takes other skills, writes a Hartford...
Few in ‘Active Generation’ of Americans Have Planned for Their Retirement Pastimes
Only 11% of Americans have planned for post-retirement passions and pastimes, according to Lincoln research.
How to Properly Document 2024 Plan Meetings
A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee...
Advisers Prioritizing Roth Provisions From SECURE 2.0
According to Escalent research, advisers are more likely to focus on immediate or traditional plan provisions with sponsors.
Morgan Stanley Wealth Management Growth Bolstered by Workplace Unit
The firm highlighted workplace offerings as a key pillar of wealth management client growth in its Q4 earnings.
Advisers’ Value to Clients, by the Numbers
PLANADVISER and PLANSPONSOR research highlights what the relationship between plan advisers and plan sponsors can bring.
‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024
In this PLANADVISER interview, Hub’s retirement and private wealth head discusses plans such as rolling out a national financial coaching...
Entry Period Open for PLANADVISER’s 2024 Top Retirement Plan Advisers Listing
The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.
Client Retention Today
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
Training New Advisers for Client Retention
Newcomers need guidance from seasoned counterparts, but they should also be ready to jump in impromptu.
Alera Acquires Plan Advisory Fraser Group
Adviser George Fraser joins Alera as the firm continues its push into retirement plan advisement.
What’s Driving Heightened Plan Adviser RFPs?
HR stability, along with advisory sector instability, are some of the reasons more plan sponsors are putting out adviser requests...
The PLANADVISER Interview: Rita Fiumara, Financial Adviser, UBS
Plan adviser Fiumara lays out the keys for an adviser to stay in front in a highly competitive marketplace.