| Sponsored message from T. ROWE PRICE AND PLANADVISER |
| PANC Adviser Resource Center |
| PLANADVISER and T. Rowe Price are please to bring you this special edition newsletter, rounding up the best content from the 2015 PLANADVISER National Conference. Explore the adviser resource center to catch up on PANC topics and prepare for next year’s conference, marking the 10th “anniversary” of PLANADVISER.
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| What Millennials Are Really Thinking |
| Millennials are the largest generation in history—and your biggest opportunity. Our research has uncovered ways to better engage this demographic.
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| Broker/Dealer and OSJ Evolution |
| With the Department of Labor’s fiduciary rule, it will become very difficult to do advisory services as a broker/dealer,” suggested Kimberly Shaw Elliott, president of IFP Plan Advisors, a division of Independent Financial Partners. “Advisers will look to us to help them with compliance and provide a level of sophistication.”
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| Unintended Consequences |
| Consider the impact of millennials propensity to job-hop.
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| Recordkeeper Partners Critical to Success |
| Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor outcomes.
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| Controlling the Message |
| Longevity misconceptions, changing American families and the rise of smartphones are vital factors in burnishing the industry’s image.
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| Using Alternatives in Rising-Rate Environment |
| “We have done a lot of analysis, and we are very confident that a wide blend of alternatives will perform well in a rising interest rate environment,” said Ben Rotenberg, a portfolio manager specializing in alternative investments for Principal Funds. “In particular, a liquid basket of diversified hedge fund strategies should be a very compelling investment option in the years ahead, inside and outside defined contribution plans.”
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