Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 10th, 2015
Millennial Clients Can Be Picky Advice Shoppers
More than one in 10 Millennials seeking professional financial advice has fired an adviser during the last year. One piece of guidance from younger investors: advisers need to “understand social media.” Read more >
Does Inheritance Taper Retirement Uncertainty?
The Center for Retirement Research at Boston College asks what part an inheritance plays in reducing retirement uncertainty. The answer may surprise you.  Read more >
Optimism and Pessimism Both Drive American Savers
Americans on the whole are pretty fickle when it comes to money issues and retirement planning, showing equal parts optimism and pessimism. One key to boosting optimism is passing the $10,000 savings milestone.  Read more >
PLANADVISER Top 100 Advisers – Profile of the Day
After having his office, home and way of life destroyed during Hurricane Katrina in 2005, Emmett Dupas doubled down on the DC advisory industry. His practice has grown considerably since that time, Dupas says, but the trying experience continues to motivate him. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
PANC 2015 Retirement Resource Center
Follow the link to explore the PLANADVISER National Conference Retirement Research Center, sponsored by T. Rowe Price. There you can find helpful articles and research content to prepare for PANC and otherwise improve your retirement planning business. Read more >
Jefferson National Teams with LifeYield to Create Adviser Tool
Jefferson National has selected LifeYield, a creator of financial software, to power a new asset location tool that will help registered investment advisers and fee-based advisers enhance after-tax outcomes for their clients. Read more >
PLANSPONSOR Plan Sponsor of the Year Nominations Open
Follow the link to complete the nomination form for the 2016 PLANSPONSOR Plan Sponsor of the Year awards program. Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees, or colleagues.  Read more >
PLANSPONSOR Plan Adviser of the Year Nominations Open
Follow the link to complete the nomination form for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year Award. Nominations can be made by plan sponsor clients, employers and/or broker/dealers of eligible advisers, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Self-nominations will not be accepted.  Read more >
DIVERSIONS: Firing Up Personal Tech for the Classroom
Twitter? Wikipedia? Online games? Your kid’s classroom probably doesn’t have much in common with the classroom you remember from your own K-12 years.  Read more >
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850