PLANSPONSOR 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
2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.
Americans to Use Tax Reform Pay Bump for Financial Wellness

A survey of 1,000 Americans found 35.7% of respondents are going to use the money to pay down debt faster, 12.8% are going to use the money to save more for retirement, and 3.5% are going to use the money to invest in the stock market.

2018 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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