PLANADVISER Weekend Newsdash
Week ending December 16th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! With this being one of the last weekend mailings we’ll bring to you in 2016, we thought it was important to highlight what really matters most in the advisory business—serving clients well. At a time of fiduciary and market evolution, keeping the client’s interests front and center will no doubt pay dividends. Compiled below are some recent articles on doing just that. 
Editor's choice
Laser Focus on Clients Pays Off
Advisers who concentrate on their clients’ interfaces have the fastest growing firms.  Read more >
Managing Partner Study Groups Circulate Best Practices
What does the client need? What are the tools and things you provide the client? How do you manage a committee from a fiduciary standpoint? These are all crucial points of discussion within and among advisory firms.  Read more >
Providers Recognizing Need for Better Retirement Communications
Retirement plan provider firms have made signification additions or improvements to their retirement readiness tools, and recent digital innovations include responsive design. Read more >
Social Media Boosting Client-Adviser Relationships
Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are becoming excellent tools for building client relationships.   Read more >
Investment Industry Must Double Down on Fairness and Transparency
In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success. Read more >
MOST POPULAR STORIES
IRS Life Expectancy Tables Updated for Retirees

The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited, as the individuals most affected are likely no longer employed by the plan sponsor.

Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner

Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.

The Most ‘Outrageous’ ERISA Complaints Yet Filed?

One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent weeks are the ‘most outrageous’ the industry has ever seen.

Keeping Up with the Securing a Strong Retirement Act

Because different provisions are included in the House and Senate versions of the ambitious retirement reform legislation, a reconciliation process is likely in store.

Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits

Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.

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