Browsing Tag
401(k) Advisors
324 posts
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
Episode 34: Retireholi(k)s’ Resident Nerd Chad Johansen on the Biggest Challenges for TPAs and 401ks Advisors
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its…
Episode 31: What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain…
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
Advisors Still Stressed, But Most Grew Business in 2020 (and Like Their Jobs)
A new report finds financial advisors remained highly resilient during the pandemic and that the majority were able…
Key Findings from Schwab’s Latest RIA Compensation Report
Compensation costs make up nearly three-quarters (74%) of the typical RIA firm’s expenses, and median cash compensation at…
2021 NAPA 401(k) Summit Moves to Las Vegas Next September
The NAPA 401(k) Summit will move its time and place in 2021, banking that a bit more time…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
Bloomberg’s Brainless Attack on 401k ‘Middlemen’
Someone should introduce Ethan to behavioral economics. Bloomberg Opinion is out with another piece bashing 401ks, or at…
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401k space who are not scaling their practices,…