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
Half of Households Likely to Face a Retirement Shortfall

Looking at whether retirees will be able to replace 75% of their final-year earnings, the Center for Retirement Research at Boston College found the number of households at risk of facing a shortfall range from 42% to 60%.

Proposed Hardship Withdrawal Amended Regulations Issued by IRS

Under the proposed regulations, 401(k) plan sponsors could choose to make additional accounts available for hardship withdrawals.

Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition

Executives overseeing the survey report agreed that the U.S. is just beginning to see the real impact of decades of public policy decisions and private employer efforts to fundamentally reshape the retirement landscape.  

Average Age Americans Plan to Retire Is 62

However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey.

Lack of Emergency Savings Intersects Retirement Concerns

The majority of respondents to a Cuna Mutual Group survey feel positive about their prospects for upward wealth mobility; on the other hand, a quarter say they have no emergency savings.

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

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

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