PLANADVISER Weekend Newsdash
Week ending February 7th, 2020

Happy Friday, readers! Managing a retirement planning practice means balancing priorities and budgeting time. Sometimes the focus is on selling and business development. Other times, client service comes to the fore, or it becomes necessary to take a step back and reconsider one’s strategic perspective. Collected below is a series of helpful and timely articles that can help your practice move ahead efficiently and effectively in 2020. We hope you share some of what you read with a client or colleague.

Editor's choice
More Advisers Look for Co-Fiduciary Support from their B/Ds
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run their practices.  Read more >
Fee Compression Is Old News for Recordkeepers, Fund Managers
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners. Read more >
The Foundations of Good Practice Management
As retirement plan adviser specialists draw up their business plans for 2020, the vast majority are planning for growth.  Read more >
M&A Mechanics: What to Know Before Selling or Buying
How is an advisory practice’s value measured? What determines the revenue measurement—or the multiple? Read more >
Ready for a New Market?
Nonprofits and other sponsors of 403(b) plans need the fiduciary and investment expertise of specialist retirement plan advisers. Read more >
MOST POPULAR STORIES
Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
Supreme Court Rules for Plaintiffs in Intel ERISA Lawsuit

The new ruling is being hailed as a victory for retirement plan participants as well as a potentially important precedent-setting case impacting the special three-year statute of limitations that exists under the Employee Retirement Income Security Act.

2020 TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Delta Air Lines Must Face Lawsuit Over Pension Payments

Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.

Ready to Comply With the Massachusetts Fiduciary Rule?

The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations 'without regard to the interests of anyone but the customer.'

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