PLANADVISER Weekend Newsdash
Week ending April 22nd, 2016
NOTE FROM THE EDITOR
It’s fair to say that the final fiduciary rule from the Department of Labor has stirred up a lot of emotion among retirement plan advisers and service providers, both positive and negative. In that sense the events of the past week present advisers with an opportunity to think about the pivotal role emotion can plan in client decisionmaking—and not just during the downturns. Collected below are some of PLANADVISER’s recent stories on the impact of emotion on financial services. 
Editor's choice
Financial Wellness Definition Must Consider Emotion
An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.” Read more >
Discussing Inheritance Can Be Downright Uncomfortable
Three-quarters of wealthy families fail to discuss money and inheritance in ways that avoid misunderstandings and unintended consequences, according to a survey from Merrill Lynch’s Private Banking and Investment Group. Read more >
Worries About Aging Cut Both Ways for Clients and Families
Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances; and around it goes. Read more >
Millennials Have False Sense of Retirement Security
Millennials feel hopeful about retirement, despite the fact that many of them haven’t saved at all or don’t know their net worth. Read more >
Behavioral Finance Analysis Highlights Savings Commitment Issues
Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed to the long-term side of savings. Read more >
MOST POPULAR STORIES
Vanguard Launches Consultant Hub for Retirement Plan Consultants

Features of the Consultant Hub include a retirement plan comparison tool and custom investment reporting, among other things.

Another Undisclosed Fee Lawsuit Filed Against Fidelity

According to the recent complaint, Fidelity has breached its fiduciary duties to retirement plans by charging mutual fund and other investment companies a substantial fee as a condition for their investment vehicles being offered on Fidelity’s fund platform.

VALIC Rebrands to AIG Retirement Services

Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace and among sponsors, consultants and participants, and relationship management teams and advisers are very excited to go to market as AIG.

With LDI, DC Plans Can Address Individuals' Retirement Obstacles
LGIMA and TIAA executives predict individual investors will adopt some principles of “liability-driven investing” commonly practiced by pensions.
Women Need Help Planning for Family Financial and Retirement Goals

Feeling less educated about retirement planning and personal financial planning than they should be is a barrier to the financial planning process, women say, according to a Lincoln Financial survey.

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

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

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