Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 21st, 2016
Advisers Can’t Respond Unilaterally to Final Fiduciary Rule
A given financial adviser’s response to the final fiduciary rule from the Department of Labor may have more to do with the adviser’s brokerage platform provider than their own decisionmaking about how to adjust. Read more >
Millennials Have False Sense of Retirement Security
About one in five Millennials feels hopeful when looking at their retirement savings account balance, yet 25.34 million of them haven’t even started saving, according to a Personal Capital Retirement Readiness Survey. Read more >
Small-Business Owners Remain Prime Candidates for Advice
Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. Read more >
Gen X, Millennials Have Fears of Unknowns for Retirement
Retirees surveyed stressed to pre-retirees the importance of professional financial advice when planning for retirement. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
United Capital Reveals 'FinLife' Partners Adviser-Support Brand
The new FinLife Partners organization will offer an all-in-one approach to practice management support services for financial advisers. Read more >
RIA in a Box Updates Compliance and Automation Software
The MyRIACompliance program from RIA in a Box now includes updated compliance and automation software supporting registered investment advisers.   Read more >
New Redtail Technology Services Added to Morningstar Office
Morningstar and Redtail Technology announced an agreement to add Redtail’s CRM functionality to Morningstar Office for financial advisers. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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