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
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Missing Participant Guidance Released by DOL

The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.

Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit

The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.

401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan

The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing.

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