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.
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 >
Retirement plan provider firms have made signification additions or improvements to their retirement readiness tools, and recent digital innovations include responsive design.
Read more >
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 >
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 >
MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.
With the passage of the SECURE Act by the House of Representatives, experts tell PLANADVISER they are optimistic that agreement will be reached with the Senate during this Congress, but the many supporters of retirement reform will have to wait and see how compromise might be reached.
One retirement industry executive says she believes the Senate could act quite quickly in taking up the SECURE Act, which just passed the House of Representatives with a practically unanimous yea vote.
Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.
