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June 2nd, 2016 |
| Blockchain Could Reshape Asset Data Security | | New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain?
Read more > | | | DB Pension Buyout Market Maintains Impressive Pace | | According to LIMRA SRI researchers, while Q1 2016 was the fourth quarter in a row that pension buyout sales topped a billion dollars, it’s actually the first time sales have beat the billion-dollar mark in the first quarter of a year since 2008.
Read more > | | | 'Fiduciary' vs. 'Suitability' | | ERISA requires that an adviser act as a “prudent expert” when making a recommendation, while FINRA requires that the adviser “have a reasonable basis to believe” that a recommendation is “suitable.”
Read more > | | | Adviser Webcast: Marketing and Prospecting Your Adviser Practice | | As varied as advisory practices can be, so are their goals and ways of getting new clients, handling publicity and finding expertise. Join our webcast Tuesday, June 7 at 12 p.m. EST, featuring Daniel Bryant, CEO of Sheridan Road Financial, and Jim Sampson, managing director of Cornerstone Retirement Advisors.
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| 2016 PLANSPONSOR Retirement Plan Advisers of the Year | | Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories. The winners’ practices demonstrate many of the best outcomes-based strategies that the retirement planning industry has to offer.
Read more > | | | NFP Acquires ERISA Fiduciary Advisors | | NFP, provider of insurance, brokerage and employee benefits services, has announced the acquisition of ERISA Fiduciary Advisors, a firm founded in 2005 as an independent, fee-based RIA and plan consultant.
Read more > | | | J.P. Morgan Retirement Link Offers More Options | | Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as health care costs in retirement, college savings and withdrawing from Social Security.
Read more > | | | Retirement Plan Enrollment Solution Launched by vWise | | Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
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Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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