October 16th, 2015

Staying the Course Sometimes Means Taking Action It’s rarely a good move to trade on emotion, but it does make sense to revisit risk tolerance during times of volatility. Read more > No Social Security COLA for 2016 There was no increase in inflation in the third quarter, so under current law, there will be no increase in Social Security payments. Read more > Investing Confidence Gap Between Men and Women Persists More women than men in a recent survey said they are solely responsible for making financial decisions for their households—but these decisionmakers express lower levels of financial confidence and optimism than men, according to a new study from Regions Private Wealth Management. Read more > Divisions Emerge in Use and Meaning of ‘Robo’ If any conclusions can be drawn about the expanding use of so-called robo adviser technologies, it’s that automation is not an all-or-nothing game. Read more > MOST READ ARTICLES

Where Affluent Millennial Investors Turn for Advice Investors are starting to shift in the ways they invest, with more turning to robo-advisers, according to Cogent Reports. Read more > Low Rates Still Trouble Retirement Income Purchasers For those age 55 the median savings level is up 6.81% over the last year, but future income purchasing power is actually down 0.19%. Read more > Emerging Markets Top Risk to Equity Markets Investment managers surveyed by Northern Trust have changed their views since the second quarter. Read more > AXA Schools Teachers About 403(b)s Borrowing from the approach in teachers’ lesson books, a new learning lab shows teachers the value of a 403(b) plan. Read more > 2016 PLANSPONSOR Plan Sponsor of the Year Nominations The nomination process: Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees, or colleagues. Please note that all plan sponsors nominated through this form will receive a follow-up form in November asking for more detailed information. Read more > The Week’s New Investment Products and Services Process Unity unveils new integration with Salesforce while BlackRock adds to its lineup of sustainable investing funds. Read more >

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