November 25th, 2015

Loans Often Necessary But Seldom Beneficial An analysis from Fidelity explores the many long-term pitfalls and few short-term benefits of taking a loan from a DC retirement account. Read more > Firms Partner with Colleges to Recruit Young Advisers Financial services firms are increasingly partnering with colleges and universities to develop financial planning curriculum in order to attract new graduates to the profession. We take a look at new approaches to recruiting for Merrill Lynch and Edward Jones, among others. Read more > Institutional Investors Increasingly Consider ESG Factors The percentage of corporate defined contribution plans that are incorporating ESG is significantly larger than the percentage of corporate defined benefit plans that are doing so. Read more > DC Provider Mobile Capabilities Increasing Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research. Read more > MOST READ ARTICLES

Sponsored message from FRANKLIN TEMPLETON PLANADVISER interviews James Macey Stephen Moylan, SVP for PLANADVISER, interviews James Macey, Senior VP, Portfolio Manager for Franklin Templeton Solutions. Macey discusses trends that could impact plan advisers and the defined contribution industry in the coming years. Read more > The New Fiduciary Rule and Annuities The Obama Administration views how people draw down their retirement savings to be just as important as encouraging them to save in the first place. Read more > Schwab Exec Discusses Future Initiatives Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016. Read more > Investors Remain Committed to Saving In the first half of the year, only 1.8% stopped contributing to their DC plans, compared with 2.1% in the first half of 2014, according to ICI research. Read more >

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850