Happy Friday, PLANADVISER readers! It was another jam-packed week for the advisory industry, marked by dramatic downswings in global equity markets. At the time of this writing the DJIA is down 450 points on the day—and -8% on the year—and crude oil is trading below $30 a barrel. Whatever the markets have in store, stick with www.PLANADVISER.com for the information you need to face volatility and uncertain markets head on. *Please note, there will be no news or mailings on Monday to mark the Martin Luther King Jr. holiday.*
Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space.
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From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding?
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It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable demographics is striking.
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Charging retirement plan participants equitable fees is an issue that retirement plan advisers need to champion, experts say, because plan sponsors are largely unaware of the matter and service providers, particularly recordkeepers that receive revenue-sharing payments, are not very eager to address it.
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President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry.
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