PLANADVISER Weekend Newsdash
Week ending October 13th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! The 2017 PLANADVISER National Conference just wrapped up in Orlando. Find below our preliminary coverage of the conference, and stay tuned over the next week for many more timely articles coming out of the numerous conference speeches, panels and presentations. Enjoy!
PLANADVISER National Conference
PANC 2017: The New Conflict of Interest
Under the evolving fiduciary landscape, how can an adviser protect the business while offering effective advice to clients? Read more >
PANC 2017: Maximizing the Workplace Savings System
Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term finances. Read more >
PANC 2017: Plan Sponsor Confidential
Two winners of the Plan Sponsor of the Year awards program reveal how their advisers helped move the dial on their plans. Read more >
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened. Read more >
PANC 2017: Helping Your Clients With Governance
Having structured processes in place is key. Read more >
PANC 2017: Guide to the Markets
J.P. Morgan Funds economist Dr. David Kelly sees the greatest opportunities in emerging markets and Europe. Read more >
PANC 2017: Business Models of the Future
Despite changes brought on by the DOL’s fiduciary rule, retirement plan advisers should focus on structuring their business model to best service plan sponsors and participants. Read more >
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened. Read more >
PANC 2017: Stronger DC Plans Built for a Changing World
J.P. Morgan Asset Management’s Anne Lester describes best practices and emerging strategies for helping plan sponsors deliver better participant outcomes in an evolving retirement landscape. Read more >
MOST POPULAR STORIES
Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA

The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

Creative Planning Acquires Dashboard Wealth Advisors

This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.

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