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

Dissecting TIAA Subsidiary’s $97 Million SEC Rollover Settlement

A subsidiary of TIAA will settle conflict of interest charges related to the provision of rollover advice to employer-sponsored retirement plan participants; the development offers up some important considerations for financial services professionals.

Empower to Acquire Full-Service Retirement Business of Prudential

Empower will acquire Prudential’s DC, DB, non-qualified and rollover IRA business, in addition to its stable value and separate account investment products and platforms.

With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

ProNvest Launches Fintech Platform

It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.

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