July 5th, 2016

Personal Savings Indicators Shift Across the Wealth Spectrum It was actually the wealthiest Americans who saw interest and effort in personal savings dip over the last year, while those lower down on the income scale were steadier. Read more > 2016 PLANADVISER Adviser Value Survey Explore our latest proprietary data demonstrating the important influence retirement plan advisers have on the projected retirement outcomes of their clients.   Read more > From the Magazine: Assessing Value The 20/80 rule is well-known in the retirement plan advisory industry. They say that 20% of your clients give you 80% of your revenue. How might this thinking change with the new DOL fiduciary rule?  Read more > TIAA Acquires MyVest MyVest will operate as a subsidiary of TIAA, focused on emerging technologies and reporting to TIAA chief digital officer Scott Blandford. TIAA has worked with MyVest to offer investment and tax management services for individuals since 2009. Read more > MOST READ ARTICLES

Retirement Industry People Moves Firms Combine to Create Pavilion Alternatives Group; Nationwide Names Head of Investment Strategies and CIO; Northern Trust Names Global Head of Consultant Relations; and more. Read more > From the Magazine: Taking the Pulse Being in a hands-on, detail-oriented service business, many retirement plan advisers may think they know all there is to know about their plan sponsor clients. However, plan sponsors may not always be forthcoming about reservations they may have or, for that matter, services they appreciate. Read more >

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