March 7th, 2017

Research Urges Advisers to Think Hard About Trust It is not hard to imagine why trust is important for an advisory business, but a variety of recent research reports suggest the perception of trustworthiness plays an outsized role during many client decisions. Read more > PLANSPONSOR Data Reveals 529 Savings Trends Retirement plan advisers may find a natural extension of their business model in serving the 529 college savings plan market. Read more > Majority of Americans Vastly Underestimate Retirement Needs Seventy-four percent of Americans underestimate how much they will need for a comfortable retirement, Fidelity Investments found in its first-ever Retirement IQ Survey. Twenty-five percent erroneously think they will need just two- to three-times their last full-year income. Read more > Debt Is Millennials’ Biggest Issue Millennials are overwhelmed with student loan debt as well as other financial burdens, and many dread the thought of even discussing their finances. Read more > MOST READ ARTICLES

Sponsored message from Oppenheimer Funds 2017 Outlook: Why Trump's Election May be a Game-Changer The U.S. election results may prove to be a game-changer for investment prospects in 2017. Read more > DOL's Final Rule on Disability Benefits Although rarely a high-profile item, there is no question that long-term disability cases are the most frequently litigated Employee Retirement Income Security Act claims. Read more > 2017 Top 100 Retirement Plan Advisers To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Read more > 2017 PLANADVISER Micro Plan Survey Because there are larger fees to be earned from plans with greater assets, recordkeepers and even advisers may be tempted to gravitate—and often do—toward plans with more than $5 million. But the needs of micro plans can be quite vast, as are the opportunities for a good plan adviser in this corner of the market. Read more >

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