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
John Hancock Reveals Stable Value Guaranteed Income Fund

The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.

Senator Introduces Bill to Encourage Faster Student Debt Payoff

HELPER Act would allow Americans to annually take up to $5,250 from a 401(k), 403(b), 457 plan or IRA—tax and penalty free—to pay for college or pay back student loans.

Don’t Overlook Stable Value’s Role as Bull Market Ages

If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.

Retirement Industry People Moves

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and more.

PIMCO Discovers Error in Fund Fee Waiver

PIMCO is now in the process of reimbursing investors affected by the miscalculation.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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