PLANADVISER Weekend Newsdash
Week ending June 24th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! What can we say at this point about the Brexit? Not much, experts caution, but in some ways that’s exactly the problem. Uncertainty surrounding the UK’s surprising choice to leave the European Union is already ruffling the global equity markets, with the DJIA and S&P 500 indexes each shedding nearly 3% of their day-opening value at the time of this writing. With that in mind, our weekly roundup newsletter offers up some suggestions for helping plan participants understand and accept the necessary role of volatility in investing.
Editor's choice
When Advice Is Missed, Clients Act Out of Fear
More than eight in 10 advisers polled by Eaton Vance report fear is the primary motivator for clients. Advisers can deliver major value by helping clients overcome their initial reaction to market headlines. Read more >
401(k) Investors Should Stick with Equities During Market Volatility
An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared far better in the long term than those who didn’t. Read more >
Experts Advise Investors to Accept Short-Term Volatility
It is critical for advisers to consistently underscore the benefits of buy-and-hold investing so that when fluctuations do occur, the rationale and unyielding approach to investing has been firmly set. Read more >
Volatility Can Strengthen the Advisory Relationship
Leading advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall. Read more >
How Are Investors Responding to Volatility?
Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. Read more >
MOST POPULAR STORIES
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans

The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments.

Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers

Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated brand survey.

Advisers Get Long-Awaited Clarity on ESG in Retirement Plans

DOL's final rule clears regulatory hurdles for retirement plan fiduciaries to implement, or ignore, ESG investing.

AARP Finds Major Gap Between Retirement Goals and Preparedness

A new AARP study finds there is still a wide gap between the importance people put on retirement planning and their sense of preparedness.

Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity

Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.

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