PLANADVISER Weekend Newsdash
Week ending January 6th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! In the last several weeks PLANADVISER has received volumes of 2017 market outlook commentary, offered up by a variety of respected retirement industry providers. While investment and asset management markets are always undergoing some change, providers today say they are seeing clients and the competition evolve faster than ever.  Adding to regulatory pressure, global growth challenges and political uncertainty are expected to persist during the year. As volatility climbs and correlations fall, conviction will be crucial for investors during the year to come. 
Editor's choice
Investors Urged to Stick With Equities, Staying Confident in 2017
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that delivered solid annual returns; what will 2017 bring? Read more >
Populism Just One of Many Market Forces in 2017
Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. Read more >
RIA Industry Sees Stalling Organic Growth
Data provided by Fidelity shows organic growth among RIA firms dropped to lowest level in five years; yet there is reluctance to take on major change in terms of pricing and value proposition. Read more >
Younger Investors Fuel Advice Market Growth
“In 2008, 40% of respondents indicated that they were interested in paying for advice; by 3Q 2016, the percent grew to 50%,” says Scott Smith, director at Cerulli. Read more >
DC Industry Changes Will Remain Even if DOL Rule Reversed
Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule. Read more >
MOST POPULAR STORIES
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges

A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.

DOL Announces Anticipated ESG Fiduciary Investing Rule

Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.

Plaintiffs Claim Deloitte Breached ERISA Prudence Duties

Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.

Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns

The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’

Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

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