PLANADVISER Weekend Newsdash
Week ending October 7th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. Today’s announcement that Merrill Lynch is  underscores the tremendous pressures bearing down on advisory and brokerage businesses, stemming from deep regulatory change and a shift in client expectations. Collected below you will find articles and analysis identifying the top challenges and opportunities advisers face. 
Editor's choice
Good Luck Beating Technology Providers at Their Own Game
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them.  Read more >
Asset Manager Distribution Strategies Shift With the Times
Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research. Read more >
DOL Conflict of Interest Rule Could Force Staff Changes
More than half of broker/dealers surveyed by the LIMRA Secure Retirement Institute believe some of their advisers will retire rather than sell under the new. Read more >
J.D. Power Sees Advisers ‘In the Eye of the Storm’
A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers.  Read more >
Learning from Advisers with Fast-Growing Practices
  Advisers polled said their top three concerns are, first, a lack of focus on driving firm value, followed by the inability to grow client AUM/revenue and the inability to change client demographics.   Read more >
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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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