Retirement plan advisors now conduct business amid a pandemic. Despite the incessant newsfeeds, updates and interviews with a plethora of experts, no one is certain if we are halfway into the... Read More
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Practice Management
BY NAPA Net Staff | 12/17/2020
Three AssuredPartners (AP) teams have joined the Pensionmark Advisor Support Program and affiliated with Pensionmark’s B/D and RIA, bringing the total number of AP firms within the Pensionmark... Read More
BY Nevin E. Adams, JD | 12/4/2020
The owners of Vantage Benefits Administrators have been sentenced by a federal judge for their role in a $15 million embezzlement scheme—and it seems fair to say he “threw the book” at them.... Read More
BY Nevin E. Adams, JD | 11/24/2020
Thanksgiving has been called a “uniquely American” holiday —and so, even in a year in which there has been an unprecedented amount of disruption, stress, discomfort, and loss—there remains so much... Read More
BY Nevin E. Adams, JD | 11/16/2020
Among the things that have been different during the pandemic is the process of hiring, and perhaps not only the process itself, but the types of talent your practice needs. So, this week, tell us... Read More
BY Judy Ward | 11/11/2020
For advisors, pooled employer plans are a new market with promise, but also uncertainties. Will they be a game-changer? This feature article in the latest issue of NAPA Net the Magazine takes a look... Read More
BY Charles E.F. Millard | 11/9/2020
When the SECURE Act was signed into law in December of 2019, it seemed that plan sponsors would be focused on lifetime income solutions in 2020. Then COVID-19 struck.
However, interest in... Read More
BY Ted Godbout | 10/30/2020
Despite experiencing challenges in their businesses stemming from COVID-19, independent advisors remain confident in the industry’s continued long-term growth, according to a new study.
With... Read More
BY NAPA Net Staff | 10/28/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 10/27/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 10/26/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 10/26/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Ted Godbout | 10/22/2020
Despite ceding market share in both advisor affiliations and assets under management over the past decade, the wirehouse channel continues to dominate the industry in terms of advisor productivity,... Read More
BY NAPA Net Staff | 10/12/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Ted Godbout | 10/9/2020
Despite the growth in ESG interest within the institutional investing community, DC plan adoption of dedicated ESG options is still relatively low, according to new survey results.
This finding... Read More
BY NAPA Net Staff | 10/8/2020
Having just last week closed its acquisition of E*Trade, Morgan Stanley has now agreed to purchase Eaton Vance Corp. for about $7 billion.
Morgan Stanley says the combination will better... Read More
BY Ted Godbout | 9/29/2020
Consolidation continues apace in the recordkeeping business, as Empower announced Sept. 29 that it has entered into a definitive agreement with Fifth Third Bank.
The news comes less than... Read More
BY Judy Ward | 9/17/2020
In this feature article from NAPA Net the Magazine, Judy Ward examines the use of participant data for marketing purposes.
“This whole participant-data privacy issue has ‘legs,’” says... Read More
BY NAPA Net Staff | 9/17/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/16/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/15/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/14/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY NAPA Net Staff | 9/11/2020
Alongside the 2020 NAPA 401(k) Cyber Summit, we sat down (virtually) with a number of leading advisors for some insights on how they got started, what keeps them going, and what they see for the... Read More
BY Nevin E. Adams, JD | 9/8/2020
Early on a bright Tuesday morning in 2001, I was in the middle of a cross-country flight, literally running from one terminal to another in Dallas, when my cellphone rang.
It was my wife. I had... Read More
BY Nevin E. Adams, JD | 8/18/2020
I’ve always been just a bit paranoid about my personal data. All the more so because in a half dozen different circumstances over the past two decades, someone who had access to that data for... Read More
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