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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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