PLANSPONSOR Weekend Newsdash
Week ending November 4th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers. Over the past few weeks a clear theme has emerged among the many research reports and studies shared with PLANADVISER. It seems that financial services firms of all descriptions—banks, brokerages, recordkeepers—are focused on new ways to build client trust and measure the quality of the client experience. Collected below are some highlights that should offer helpful perspective for any DC advisory practices engaged in this critical effort. 
Editor's choice
DC Advisers Are Among Many Focused on Client Trust
Retail banks, active investment managers, defined contribution plan advisers, recordkeepers—they’re all focused on building client trust as a crucial element of future sales success.   Read more >
Trustworthiness Trumps Other DC Adviser Satisfaction Factors
Trustworthiness is a must-have ingredient for brand consideration in the defined contribution industry, according to a new analysis from Cogent Reports. Read more >
Putting Up Fiduciary Guardrails Can’t Wait
“The history of the ERISA industry has shown that any time there’s real change there is also real opportunity that comes along with it.” Read more >
Presentation Matters with Millennial Investors
A new study finds that just 11% of Millennial retirement plan participants feel comfortable managing their investments themselves—yet many in the generation hesitate to pursue advice.  Read more >
Fastest Growing Advisory Practices Focus on Client Interface
New data suggests that financial advisers focused more on client management than on investment management see much stronger asset growth and retention.  Read more >
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2018 PLANADVISER National Conference
More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

2018 PLANADVISER DCIO Survey
An overview of the top providers.
Lessons from Litigation: Process Matters Most
When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether any given plan official or company officer is a fiduciary.

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

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

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