PLANADVISER Weekend Newsdash
Week ending June 10th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! The editors of PLANADVISER and PLANSPONSOR are hard at work prepping for next week’s PLANSPONSOR National Conference in Washington, D.C., one of our flagship annual events bringing together plan sponsors and providers from across the United States. Fair to say it’s been a whirlwind year for the industry, with even greater changes potentially right around the corner. This week’s editor’s picks spotlight some of the top trends and challenges we’ll explore next week at the conference.
Editor's choice
Bird’s Eye View of Evolving Asset Management Landscape
Could Google one day be a top provider of investments or financial advice? What about Facebook, or Amazon? It may sound farfetched, but one industry expert says such a future might not be far off.  Read more >
Emerging Blockchain Technologies 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 >
Taking the Pulse of Top-Performing DC Advisers
The strongest-performing advisers are leading the way on aggressive plan design, embracing re-enrollment, stretching the match and making sure plans work for participants as they’re designed to. Read more >
Shift in Provider-to-Adviser Communication
Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu of more product-specific updates. Read more >
Advisers Already Moving to Overcome DOL Fiduciary Rule Challenges
“This is hardly the first time regulation will change the way advisers get paid and disclose important information to clients,” one industry executive observes, “so in that respect I am confident firms will be able to make it work under the new rule.” Read more >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Retirement Industry People Moves

Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.

Brown University Wins Dismissal of Many Claims in 403(b) Plans Challenge

However, a federal district judge found enough plausible evidence to move some duty of prudence claims forward.

Fidelity Debuts Personalized Planning and Advice Solution

According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants.

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

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

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