September 26th, 2018

PANC 2018: The State of Adviser M&A With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model. Read more > PANC 2018: The Future of Retirement Advising Advisers at the 2018 PLANADVISER National Conference’s “The Future of Retirement Advising” panel said even though the Department of Labor’s (DOL’s) fiduciary rule has been vacated by the 5th Circuit, it has prompted consolidation of practices. Read more > PANC 2018: Team Building At the 2018 PLANADVISER National Conference, the “Team Building” panel explored the various ways a retirement advisory practice can expand. Citing data from Ann Schleck of Fi360, Joseph Lee, senior vice president, head of retirement platforms and strategy at First Eagle Investment Management, LLC, said that only 17% of teams can be considered “elite.” Read more > PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important research project of the year, but we need your clients’ help for it to be a success. Read more > MOST READ ARTICLES

Sponsored message from JP Morgan Help retain clients with a proactive approach 97% of clients agree J.P. Morgan Retirement Link takes a proactive approach to the plan sponsor relationship, which is why we have a 99% client retention ratio. Through our strategic business planning process, our relationship managers work with you and your clients to simplify the complex and empower better decisions. Learn more about Retirement Link > Read more > Plan Sponsor Clients Could Do More to Enhance Participant Retirement Readiness The Great Recession officially lasted from December 2007 to June 2009 but it’s after effects continue to linger today according to a report from the Transamerica Center for Retirement Studies, “A Retirement Security Retrospective: 2007 Versus 2017.”  Read more > Retirement Plan Participants Need Monthly Retirement Income Projections LIMRA SRI found participants who were given an estimate of how their retirement plan account balance would translate to monthly income in retirement took more positive actions and were more confidence in their retirement security. Read more > Edukate Adds Student Loan Repayment Benefit to Financial Wellness Offering Edukate, a financial wellness platform, is collaborating with Gradifi, an employee benefits platform that helps people pay down their student loan debt and save for college. Read more > Vestwell Adds Retirement Income Tool to Adviser Platform The tool, from Dimensional Fund Advisors, can project asset allocation shifts and future retirement income for clients of participating advisers. Read more > Market Mirror Tuesday, the Dow closed 69.84 points (0.26%) lower at 26,492.21, the NASDAQ was up 14.22 points (0.18%) at 8,007.47, and the S&P 500 decreased 3.81 points (0.13%) to 2,915.56. The Russell 2000 increased 3.49 points (0.20%) to 1,708.81, and the Wilshire 5000 was down 10.75 points (0.04%) at 30,302.60. The price of the 10-year Treasury note was down 1/32, increasing its yield to 3.092%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 3.222%.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850