| Advisers Targeting Older Millennials |
| A solid majority of financial advisers say they are targeting new clients in their 20s to 30s, according to Hartford Funds’ third annual Advisor Anxiety Survey. Still, most advisers continue to focus primarily or exclusively on older client groups.
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| A Summer Lull in Participant Trading |
| The Aon Hewitt 401(k) Index shows there were zero days of above-normal participant trading activity during July—making it the first month with no above-normal trading days since August 2014. Is it strategy or distraction?
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| Majority of Investment Professionals Factor ESG Into Decisions |
| Board accountability, human capital and executive compensation emerge as key issues in new CFA Institute survey.
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| Many Workers Wish They Had Started Saving Earlier |
| Nine in 10 workers have at least some regret about when they started saving for retirement, American Century found in a survey of 2,031 defined contribution plan participants.
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| Investors Shun U.S. Equity Despite Its Return Lead |
| Net inflows to stock and bond mutual funds and exchange-traded products totaled $12.9 billion in July.
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| LPL Offers Digital Marketing Solution for Advisers |
| LPL Financial has added Advisor Launchpad, an end-to-end digital marketing solution, to its Vendor Affinity Program. To date, LPL has added Retiremap’s financial wellness program and technology provider Broadridge to its Vendor Affinity Program, which offers products and services for advisers at discounted prices.
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