‘This can be done. Go do it.’: XYPN hires 2, hits 56% women on leadership
The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.
By
Ann Marsh
Practice Management Resource Center
Benefits Think Everyday tech — even printers — needs cybersecurity protection
Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.
Wes Stillman
RightSize Solutions
Mercer boosts female leadership with new hire
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
By
Ann Marsh
Divorcing clients? Here’s how to split an IRA
This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.
Benefits Think From 401(k)s to stretch IRAs, what the Secure Act means for clients
This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.
Dan Collins
Commonwealth Financial Network
Even when IRS says yes, company plans may say no
Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
