Happy Friday, readers! There are many aspects of being a financial adviser, but at the core of it all is client service. Collected below is a series of recent articles exploring various challenges and opportunities facing retirement plan advisers as they seek to maintain client satisfaction while pursuing growth and operational excellence. We hope you will share some of what you read with a client or colleague.

One expert who works on the fiduciary insurance side of the retirement plan industry calls the appellate ruling ‘the best decision ever written in an excessive fee case,’ and one which could dissuade other plaintiffs in similar cases.

The judge’s opinion sides firmly against the arguments made by the plaintiffs in the case, who are among the many litigants currently represented by the law firm Capozzi Adler.

The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.

Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a Finance Committee measure into one Senate bill, which will then need to be reconciled with House-passed legislation.