| Sponsored message from Riskalyze |
| Using Risk to Manage Client Expectations |
| One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
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| A Recordkeeper’s Second Act |
| Most people might consider retiring after 27 years as managing director of a sizable recordkeeper. Todd Timmerman opened a new advisory so he could pursue his passion: getting plan participants on track to retire successfully.
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| Participant Behaviors Get Baked into Empower’s New Site |
| How participants behave after using features of Empower Retirement’s participant website reveals the factors that drive them to improve their retirement savings behaviors. The site offers a personalized view of a participant’s financial picture, including factors impacting their ability to save, and provides recommended tasks on which participants can take action.
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| 2015 DCIO Survey |
| Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their defined contribution investment only businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion increase in DCIO assets from year-end 2013 to year-end 2014.
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| John Hancock Cuts Investment Expenses Again |
| John Hancock Investments announced a sweeping package of expense reductions on a broad range of funds that together represent more than $36 billion in assets under management.
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