PLANADVISER Weekend Newsdash
Week ending September 14th, 2018

Happy Friday, readers! This week marked the 10th anniversary of the bankruptcy of Lehman Brothers, an event which many point to as one of the pivotal moments of the Great Recession of 2008 and 2009. As we hear below, the events of the crisis caused a fundamental shift in the way Americans think about risk and investing. While the stock market has been kind to those who have remained committed, there is a sense that many of the lessons seemingly learned in the last severe downturn are already being forgotten.   

Editor's choice
A ‘Brittle’ Financial System Persists, 10 Years After Crisis
PLANADVISER this week received a number of written commentaries highlighting the 10th anniversary of the collapse of Lehman Brothers; while some lessons have been learned, experts still worry about the “brittleness” of the U.S. and global financial system. Read more >
Volatility Can Strengthen the Advisory Relationship
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.  Read more >
‘Dilution’ Can Derail Outperformance in Institutional Factor-Based Portfolios
In conversation with PLANADVISER, Northern Trust Asset Management’s head of quantitative research steps through some of the pros and cons of using factor-based portfolios and so called smart-beta strategies; he sees big opportunities, but also warns about the “dilution” phenomenon. Read more >
Volatility, Strategic Thinking, and Long-Term Perspective
PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective amid big equity price swings.  Read more >
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving. Read more >
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth. Read more >
Demand for Private Debt Creates Crowded Market
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk. Read more >
MOST POPULAR STORIES
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties

Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.

Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges

A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.

A Year of Disruption Spotlights Tech, Cybersecurity

Advisers are increasingly focused on Social Security marketing, technology that can deliver investment personalization, and cybersecurity.  

Well-Funded HSAs Are a Retirement 'Superpower'

Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.

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