| Adviser Independence Trends Impacted By Fiduciary Uncertainty |
| According to Cerulli’s research, nearly two-thirds of broker/dealer affiliated advisers “plan to shift more of their business toward fee-based advisory models in an attempt to be better positioned to comply with the conflict of interest rule, if it is implemented.”
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| Boomers Still Struggling Post Recession |
| Although the Great Recession is a thing of the past, Baby Boomers are still struggling to stay afloat financially and many have stopped investing for their future.
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| Less Than Half of Savers Can State Their Net Worth |
| “The most surprising result was the continuing decline in those who have a goal,” said Stephen Brobeck, executive director of the Consumer Federation of America, speaking during a webcast on the survey findings. “This is one of the sharpest declines I have seen, and the long-term trend is unmistakable.”
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| 2017 PLANSPONSOR Retirement Plan Advisers of the Year Finalists |
| The 2017 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
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