Week ending October 6th, 2017 NOTE FROM THE EDITOR Happy Friday readers! In anticipation of next week’s 2017 PLANADVISER National Conference, this mailing focuses on the topic of practice management. Find below timely research, news articles and features that will help you maximize client service and growth strategies. Enjoy reading, and we hope to see you next week in Orlando!
Practice Management Mapping Industry Change Just Part of the Job From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux. Read more > Industry Trends Threaten Traditional Broker/Dealer Model Broker/dealers can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests. Read more > J.P. Morgan Retirement Link Sales Head Dissects Advisory Industry Progress Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. Read more > PLANADVISER Practice Benchmarking Survey What do retirement plan advisers view as their biggest challenges? Their greatest opportunities? What are the primary benefits they receive from custodians and broker/dealers? Read more > Many Asset Managers, B/Ds Don’t Trust Compliance Programs In addition, many are not confident in their firm’s cybersecurity. Read more > PLANADVISER Adviser Value Survey A survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial. Read more >
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