PLANADVISER Weekend Newsdash
Week ending March 25th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! This weekend’s mailing offers tips and insights on building confidence and success among women working in the advisory profession, as well as the opportunities tax season presents for magnifying the impact of advice on concerned clients.  We also highlight the latest research on TDF providers and how the aging U.S. and global populations will drive investing opportunities in health care, real estate and technology. 
Editor's choice
Confidence Key to Advancing Female Advisers' Careers
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfilment in a career. Read more >
Tax Season Gives Advice Extra Power
Nearly half of U.S. investors take advantage of tax season to address their broader wealth and financial situation, according to a recent Charles Schwab survey of more than 1,000 investors. Read more >
Providers of TDF Products Limited
More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found. Read more >
Aging Population Will Create Opportunities for Institutional Investors
Research from PGIM suggests aging populations worldwide will create compelling investment opportunities across real estate, health care, and technology. Read more >
Tell the IRS What to Do Next
The Department of Treasury and Internal Revenue Service are inviting public comment for recommendations of items that should be included in the 2016-2017 Priority Guidance Plan. Read more >
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2018 PLANADVISER Recordkeeper Services Guide
2018 PLANADVISER National Conference
Bill Beardsley Exits LPL Retirement Partners Business

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.

Participants’ Retirement Outlook Has Improved

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income

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

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

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