September 13, 2017
Assessing the Impact of Major Investment in Advisory Tech
The financial services and retirement advisory industry has collectively invested tens, if not hundreds of millions of dollars in the last decade to boost the use of big data technology; one researcher asks how it’s all paid off. 
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Millennials Missing Out on Growing Retirement Savings
Forty-one percent of Millennials are avoiding the stock market and using savings accounts to save for retirement, which LendEDU estimates will cause Millennials to miss out on more than $3.46 million by retirement age.
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Edward Jones Aims For Half Its Advisers to Be Women
The firm hopes its relaunched gender and cultural diversity programs aimed at attracting and retaining people from more walks of life to the advisory industry can help to address a major national challenge.
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2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Looking for information about participating in our annual Adviser and Plan Sponsor of the Year awards programs, or the Top 100 Retirement Plan Advisers program?
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MOST READ ARTICLES
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DST Systems and Ruane Advisory Named in ERISA Suit
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The Right Course What Can 403b Plan Sponsors Learn from Litigation
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PRACTICE MANAGEMENT
Cybersecurity Must Be C-Suite Concern at RIAs Brokers and Managers
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SEC Accuses 403b Plan Advisory Firm of Conflicts-of-Interest
Measuring Financial Wellness Program ROI Is Difficult
Among the 200 HR professionals the firm polled, 14% said they do not have a program, and half of that group have never considered it. Only 16% felt they could justify adding a financial wellness program without knowing the anticipated ROI. Among those who already offer some type of benefit, 34% felt they could offer the benefit without knowing the ROI.
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Children Taking a Toll on Parents' Retirement Preparedness
To minimize this risk, the CRR suggests parents keep household spending steady over time while sharply cutting back spending on themselves.
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AxiomSL Launches Research Brief Series on Regulatory Challenges
Aimed at asset managers and advisers, the first in the “In the Know” brief series covers Dodd-Frank, the Financial Choice Act and more.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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