PLANADVISER Weekend Newsdash
Week ending July 22nd, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! Professional DC plan advisers will know the importance of surveying client satisfaction and promoting positive perceptions of the firm. But there is often less attention paid when it comes to assessing the satisfaction and coordination of one’s own staff resources. This week’s roundup mailing features a handful of articles examining the staff management strategies and best practices of top-performing firms. 
Editor's choice
J.D. Power Sees Advisers ‘In the Eye of the Storm’
A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers. Read more >
Being a Millennial Financial Adviser
PLANADVISER and Hartford Funds sat down to discuss some upcoming “roundtable research” the investment services firm is putting together, looking specifically at the experiences and expectations of Millennials working in the financial advisory field. Read more >
Can Business Models Evolve to Match the ‘Gig’ Economy?
Financial advisers of the future will have to cope with serving a workforce (not to mention maintaining their own employee base) that is much more mobile and does not necessarily spend much time tethered to a given employer. Read more >
Learning from Advisers with Fast-Growing Practices
AssetMark is out with a new analysis of advisory practices with AUM growing 20% or more each year. There are clearly a few common best practices, especially when it comes to managing staff roles and workflows.  Read more >
Bird’s Eye View of Evolving Asset Management Landscape
As an adviser to advisers, Steven Miyao, president of financial research and consulting firm DST kasina, has a unique and informative platform from which to view the U.S. asset management industry. Read more >
MOST POPULAR STORIES
Supreme Court Rules Against Northwestern University in Fee Case

The high court’s ruling states that the 7th U.S. Circuit Court of Appeals erred in relying on the fact that plaintiff-participants had the ‘ultimate choice’ over their investments to excuse allegedly imprudent decisions by the plan sponsor.

What the Supreme Court’s Northwestern Ruling Means in Practice
Expert ERISA attorneys say the new opinion in Hughes v. Northwestern University, while important, is far from earth-shattering when it comes to its likely impact on the pace or character of retirement plan fee litigation.
Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock

The suit alleges that John Hancock Life Insurance Co. violated ERISA by retaining foreign tax credits generated by plans’ investments under a group variable annuity contract.

Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator

The tool was launched to bolster retirement planning resources and offer personalized support, customized solutions and best practices. 

 

Hub Expects Good Retirement Outcomes for American Workers

A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues.

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