PLANADVISER Weekend Newsdash
Week ending September 22nd, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing focuses on practice management. We discover that many asset managers and broker/dealers do not trust compliance programs. Sponsors are looking for more services from their third-party administrators. You may be surprised to learn that only 19% of financial advisers are women, which is why some firms are proactively looking to hire more women. Some advisory practices are centralizing the investment management function and finding that it leads to better performance and lessened risk of litigation.
Editor's choice
Practice Management
Many Asset Managers, B/Ds Don’t Trust Compliance Programs
In addition, many are not confident in their firm’s cybersecurity. Read more >
Forecasting the Future of Your TPA Partnerships
Retirement plan advisers work closely with recordkeepers and third-party administrators, and as in the recordkeeping market, there are significant and persistent pressures reshaping the TPA landscape. Read more >
Inclusion, Diversity and the Noble Purpose of Advisers
The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as an adviser in the field. Read more >
Many Advisory Firms Centralizing Portfolio Construction
They are finding this results in better performance and reduced litigation risk. Read more >
J.P. Morgan Retirement Link Sales Head Dissects Advisory Industry Progress
Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. Read more >
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2018 PLANADVISER National Conference
2018 PLANADVISER Recordkeeper Services Guide
Bill Beardsley Exits LPL Retirement Partners Business

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Participants’ Retirement Outlook Has Improved

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

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

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

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