Happy Friday, readers! This weekend’s mailing offers a mix of stories on the ever-important topic of client service. Increasingly, clients are calling on their advisers to provide support and education on such challenging topics as Social Security, intergenerational wealth transfers, retirement income and dealing with market volatility. We hope you share some of what you read about these important topics with a client or colleague.

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.