October 18th, 2017

PANC 2017: Fiduciary Differentiation Is Difficult The definition of the “fiduciary duty” has dominated headlines and discussions for years in the retirement plan industry—and for good reason—but among plan sponsors, the topic remains poorly understood. Read more > PANC 2017: Behavioral Finance and Retirement Outcomes Professor Shlomo Benartzi, of the University of California, Los Angeles, Anderson School of Management, and senior academic adviser at the Voya Behavioral Finance Institute for Innovation, told attendees of the 2017 PLANADVISER National Conference that behavioral economics has the potential to markedly improve plan participants’ retirement outcomes. Read more > PANC 2017: The Generational Divide Many of us have probably seen studies or media reports that Millennials are selfish, lazy and narcissistic and live in their parents’ basements. But L. Rita Fiumara, senior vice president – investments, senior retirement plan consultant, UBS Institutional Retirement Group, cast some further light on that assessment. Read more > Wells Fargo Survey Highlights Optimism, Health Care Cost Challenges The head of Wells Fargo Institutional Retirement and Trust reflects on a strong boost in investor optimism measured in a recent survey published by the firm—and on the specter of ballooning health care cost projections. Read more > MOST READ ARTICLES

Sponsored message from Charles Schwab Retirement Plan Services Inc. Workplace Financial Wellness Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>> Read more > Advisers More Apt to Use CITs in Client Portfolios Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios. Read more > PANC 2017: Team Structures How to best serve your clients and know when to grow your practice. Read more > PANC 2017: Benchmarking Your Advisory Services for Clients With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say. Read more > Many Women Do Not Fit Their Investing Stereotypes One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey. Read more > Vanguard Emphasizes Trust in Client and Adviser Relationships A study suggests best practices for advisers to gain an investor’s confidence. Read more > Pre-Retirees Want Lifetime Income Guarantees A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement. Read more >

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