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 >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

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

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

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