Fall 2021

In our Fall issue, the cover story profiles what five of the nation’s top DC wholesalers are seeing in terms of advisory practice consolidation. You’ll also find our annual list of “Advisor Allies”—the NAPA top DC wholesalers—and feature articles on the movement toward using managed accounts as QDIAs and the battle between recordkeepers and advisors over financial wellness business. And, of course, industry insight from regular contributors Nevin Adams, Brian Graff, David Levine, Rebecca Hourihan, Steff Chalk, Spencer X Smith and 2021-2022 NAPA President Alex Assaley.