PLANADVISER Weekend Newsdash
Week ending January 15th, 2016
NOTE FROM THE EDITOR
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.*
Editor's choice
A More Cautious Take on In-Plan Alternative Investments
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. Read more >
What Comes Next for In-Plan ESG Investing?
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? Read more >
Yet Another Year of Adviser Growth Sought
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. Read more >
Awareness of Fee Levelization Is on the Rise
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. Read more >
State of the Union Underscores Health-Retirement Link
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. Read more >
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2018 PLANADVISER National Conference
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But more than half of pre-retirees expect to hold down a job, PGIM found in a survey.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
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Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.

PLANADVISERdash - July 16, 2018

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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