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

The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

Launch Announced for MarylandSaves State-Run Retirement and Emergency Savings Program

The plan will automatically convert savers’ assets to a monthly paycheck at retirement unless they opt out of doing so.

Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA

The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

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