PLANADVISER - The trusted information and solutions resource for ...
WEBPLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability …
More Than Half of Plan Advisers Expect to Use AI
WEB2 days ago · Artificial intelligence use may move from idea to reality in the next 12 months in plan advisement, with more than half (53%) of advisers planning to implement AI in some fashion, according to BlackRock Inc.’s “ 2024 Read on Retirement: Advisor Outlook,” released Tuesday. If those predictions come true, it will be a significant jump from ...
Morningstar Will Change Rating Methodology for Managed …
WEB1 day ago · Morningstar Inc. has announced plans to change the methodology of its Morningstar Medalist Rating—a five-tier system designed to evaluate an investment’s strategy potential to outperform a relevant index or peer group over the long term.. The “enhancement,” as Morningstar terms the changes, which will begin to take effect on October 29 and involves changing the way Morningstar ...
CFP Board Launches Campaign to Attract Young Talent to …
WEB1 day ago · The CFP Board has unveiled a new digital ad campaign, “Quite Possibly the Perfect Job,” aimed at encouraging young people to consider a career as a certified financial professional. The initiative, which launched on September 16, features playful and imaginative job titles like “professional daydreamer” and “chief self-care officer ...
2022 PLANADVISER Top Retirement Plan Advisers
WEBFind out the top individual advisers for retirement plan services based on quantitative measures such as AUA and plans under advisement. PLANADVISER magazine reveals the revamped list of more than 150 advisers who stand out for their service of all types of retirement plan clients.
Advisers’ Value to Clients, by the Numbers | PLANADVISER
WEBJan 16, 2024 · 25.5%. Without adviser. 15.9%. If the ultimate goal of a plan is to get employees to save, having an adviser increases those odds, too, according to the data. Through one-on-one, on-site meetings with a financial planner/adviser outside of the plan: With adviser. 63.3%. Without adviser. 26.0%.
magazine - PLANADVISER
WEBPLANADVISER Magazine is a source of news, analysis and commentary for retirement plan advisers. Read articles on plan design, investment options, fiduciary rule, artificial intelligence, participant education and more.
About PLANADVISER
WEBPLANADVISER is a website that provides research, events, awards and opportunities for advisers who sell and support employer-sponsored retirement programs. Learn about the challenges and opportunities facing the advisory space, and how to access PLANADVISER's resources and services.
Magazine Articles - PLANADVISER
WEBPLANADVISER Magazine covers topics such as fiduciary, mutual funds, participant education, investment, compliance and more for retirement plan advisers. Read articles from experts, industry leaders and peers on the latest trends and challenges in the industry.
News Archives - PLANADVISER
WEBSep 12, 2024 · Mistakes managing employer-sponsored plan data often expose vulnerabilities that can be exploited by bad actors. In Practice. September 3rd, 2024. AI Is Here. Fiduciaries Must Remain Diligent. Experts discuss how the benefits of artificial intelligence for 401 (k) plan administration and management also come with risks to be...