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| New Frontier | | “We know that in the last 10 years or so, the advisory community has been quite successful in its effort to evolve, moving away from being purely investment experts to embrace the role of a retirement plan design consultant,” says Jordan Burgess, a long-time Fidelity executive who now oversees defined contribution investment only sales for Fidelity Institutional Asset Management in Boston.
Read more > | | | 2016 PLANADVISER Retirement Plan Adviser Survey | | Although educating participants and helping plan sponsors craft the best possible plan design for their company may be two of the most important functions of a retirement plan adviser, aiding sponsors in their selection of investment options, not to mention the most appropriate recordkeeper for their plan, certainly are two other critical functions. The 2016 PLANADVISER Retirement Plan Adviser Survey, our 10th, examines the factors advisers consider when selecting these providers and discovers with which providers and investment managers advisers prefer to do business.
Read more > | | | Fiduciary Crunch Time | | It will not be easy or particularly fun, actually sitting down to read the fiduciary rulemaking language, but there is so much that can vary from practice to practice, individual firms absolutely must perform their own close review.
Read more > | | | Motivating Your Staff | | How a retirement plan adviser firm approaches ongoing education begins with company culture. At least that’s true for Francis Investment Counsel and Channel Financial, two independent firms whose training philosophy reflects their companies’ vision.
Read more > | | | Millennials Essential | | Many studies have shown that two-thirds of retirement advisory practices have no succession plan. This widespread failure among retirement plan practices to consider the future can be particularly troubling, as “the average age of all advisers today is 51, 21% are over the age of 60, and 50% are within 15 years of retiring,” says Richard Saperstein, managing director and chief investment officer (CIO) at HighTower Treasury Partners in New York City.
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