PLANADVISER Weekend Newsdash
Week ending December 14th, 2018

Happy Friday, readers! Experienced advisers will likely agree that helping clients accept equity market volatility is one of their biggest challenges. Simply put, most advisers have learned how to cope with and understand the role of volatility, but their clients have not. The disparity between adviser and client perspectives highlights the importance of open, frequent communication—and of establishing and following a carefully constructed investment plan.

Dealing With Volatility
Managers’ Long-Term Outlook Gives Context for Current Volatility
Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will be avoided. Read more >
J.P. Morgan Offers 2019 to 2029 Capital Market Assumptions
If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will likely benefit from demographic trends. Read more >
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will take shape in 2019. Read more >
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for fixed income. Read more >
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore. Read more >
MOST POPULAR STORIES
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Efforts to Boost Americans’ Retirement Savings Continue at Full Speed

Congressional leaders and asset management executives say they are committing to furthering legislation to expand coverage and boost savings

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

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