May 4th, 2016

CFA Survey Finds Stubborn Pockets of Robo-Resistance Just 19% of those polled said they were “very familiar” with the so called robo-advice tools and services currently out there on the market, and “a not insignificant 16% of CFA members are not at all familiar with such tools.” Read more > Small-Business Client Optimism Barometer Drops The tone of the presidential election; rapidly rising health care premiums; little time or support for retirement planning; tepid stock market performance—these are just a few of the concerns cited by small-business owners responding to a new Bank of America survey. Read more > 2016 PLANADVISER Adviser Value Survey From a 10,000-foot view, sponsors working with an adviser are quite satisfied with the services being provided. Asked whether they were likely to recommend their adviser on a scale of 1 to 10, the vast majority gave a high mark.  Read more > Employers Increasingly Interested in Financial Wellness Programs A spectrum of organizations have emerged to help employers provide financial wellness tools and programs to employees. They use a convergence of technology, data analytics and behavioral finance. Read more > MOST READ ARTICLES

Sponsored message from OPPENHEIMER FUNDS Using Custom Target Date Funds in Defined Contribution Plans As adoption of target date funds increases, DC plan sponsors should be aware of the fiduciary concerns and best practices associated with implementing them in their plan.  Read more > Workers Need Help Understanding Their Retirement Plans A survey found that employees are confused about benefits including group retirement plans, but retirement is their most important financial goal and they would like help from a professional to achieve it. Read more > PLANSPONSOR Webcast: Risk, Longevity and Income Join experts from BlackRock, Russell Investments, Voya Financial and Aon Hewitt as they discuss key considerations for plan sponsors evaluating their target-date fund offerings to ensure they meet the needs of both active and retired participants. The event will take place Thursday May 5, 2016 2 p.m. EST.  Read more > PLANADVISER Top 100 Retirement Plan Advisers Featured Profile “We are firm believers in the power of technology,” says Mark Gutrich, a 25-year industry vet recognized this year in the individual advisers category. “But, as technology by itself does nothing, we understand that it must be employed as a means to accomplish specific ends.” Read more >

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