PLANADVISER Weekend Newsdash
Week ending December 27th, 2019

Happy Friday, readers! There are a lot of elements to ensuring success in the financial advisory profession, but at the core is quality client service. You can have the best growth rate in the industry and the most effective sales staffers out there, but if you aren’t retaining existing clients, it will all be for naught. Collected below is a series of articles on the topic of ensuring quality client service. We hope you will share some of what you read with a client or colleague.

Editor's choice
2020 Will Be Another Year of Adviser Philanthropy
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020. Read more >
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” Read more >
Ways to Combat Leakage
The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs. Read more >
Preventing Financial Abuse of Aging Clients
Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably. Read more >
The Price Tag of Financial Stress
According to new John Hancock research, financial stress has a major impact on organizations, costing more than an estimated $1,900 per year, per employee. Read more >
MOST POPULAR STORIES
Stimulus Package Allows Early Withdrawals, Deferred RMDs and More

The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic.

Coronavirus News for Plan Advisers

Focused analysis of market movements, business challenges and legislative and regulatory actions.

Congress Passes $2 Trillion Coronavirus Stimulus Package

Retirement plan professionals who have navigated a severe natural disaster in their region will recognize many of the retirement plan-focused relief provisions to be implemented by Congress.

7th Circuit Affirms Win in Northwestern University ERISA Suit

The court concluded that "the amended complaint appears to reflect plaintiffs’ own opinions on ERISA and the investment strategy they believe is appropriate for people without specialized knowledge in stocks or mutual funds.”

How to Run a Remote Advisory Firm
‘This is likely the moment we will become full-time remote and never go back,’ one adviser says. ‘The challenge will be maintaining camaraderie.’
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