PLANADVISER Weekend Newsdash
Week ending October 30th, 2015
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! We are pleased to bring you this inaugural edition of PLANADVISERweekend, a new newsletter that we know will make a great addition to our daily mailings and bi-monthly print publications. Here you will find a selection of the week’s top-clicked articles and other selected content curated by the PLANADVISER staff—all to help you stay informed and prepare for another busy week running your businesses and improving retirement plans. 
Editor's choice
Retirement Preparedness Needle Not Moving
Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now. Read more >
Technologically Savvy Advisers Reap More Assets
Technologically savvy advisers, which Fidelity Clearing & Custody is dubbing “eAdvisers,” reap several advantages. They have nearly 40% more assets under management, attract more Gen X and Gen Y investors and are more adept at expanding their geographic reach. Read more >
Income Planning Requires Annuity Know-How
With Senator Elizabeth Warren’s (D-Massachusetts) annuity report grabbing headlines this week, readers told us it’s important for lawmakers to remember there are big differences between retail and institutional advisory practices. Here’s what it takes to bring annuities to clients.  Read more >
OCIO Market Expansion Reaching Public DBs
This week we heard from Cerulli Associates that asset managers and advisory firms are benefitting from strong growth in outsourced chief investment officer business among a relatively untapped client bases—public defined benefit plans. Read more >
Rx Costs Drive Up Amount Needed for Retirement
Plan sponsors are charging headlong into open enrollment season—and chances are they are feeling some pain from premium growth. Research released this week finds one real source of pressure is the cost of prescription drugs.  Read more >
MOST POPULAR STORIES
Invesco to Purchase OppenheimerFunds, owned by MassMutual

Sources say this leading asset manager company will bring Invesco $248 billion in new client assets.

2018 PLANADVISER National Conference
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond, in our view.
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the outlook is evolving fast.
Partnership Offers Advisers Chance to Build 401(k) Business

By partnering with RPAG, Voya Financial Advisors wealth advisers will have an opportunity to grow their business in the 401(k) space.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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