November 3rd, 2016

Advisers Raise Concern Over Low-Cost Digital Portfolios In light of the DOL’s fiduciary rule, advisory firms are increasingly utilizing digital portfolios with low-cost ETFs; however, some advisers are voicing concern over the potential risks associated with these options. Read more > ESOP Fiduciaries Ordered to Restore Plan Losses The fiduciaries did not follow terms of the plan document when paying out participants upon plan termination, a federal court found. Read more > Participants Are Getting Better At Using TDFs More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.  Read more > Cambridge Will Keep Supporting Commission-Based Retirement Accounts While a handful of firms are moving away from commission-based retirement accounts in light of the DOL’s fiduciary rule, Cambridge Investment Group says it will keep supporting these accounts as it develops its own fiduciary strategy for its advisers. Read more > MOST READ ARTICLES

Sponsored message from MFS MFS Active Management Learn how MFS actively manages DC investments. Read more > Predictions of Pain Ahead for Advisers and Managers Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new analysis contends.  Read more > Analysis Supports 'Through' TDFs and Partial Withdrawals in DC Plans An analysis of DC participant distribution behavior supports the use of ‘through’ TDFs and the allowance of partial distribution options to help participants preserve their assets and develop retirement income strategies. Read more > Advisers Can Help Women Build Financial Confidence Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. Read more > Advisory Firm Opens to Guide University Employees In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option. Read more >

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