PLANADVISER Weekend Newsdash
Week ending January 3rd, 2020

Happy Friday, readers, and a happy New Year! Thank you for reading the first edition of PLANADVISERweekend published in 2020. This year, each Friday, PLANADVISER will bring you the most popular articles published in recent weeks, curated by theme. The first Friday of the month will focus on Practice Management; second Friday, Investing; the third Friday of each month we will bring you articles focused on Client Service; and the fourth Friday will be focused on Health Care and Other Benefits. Five Fridays in a month happens only quarterly, but that week our topic will be Rollovers.

Editor's choice
To Surmount the Gender Gap
The financial adviser management industry has a well-known gender gap. In 2018, of the 537,000 financial advisers accounted for by the Bureau of Labor Statistics’ Current Population Survey (CPS), 33.5% were women. Read more >
2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year. Read more >
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions? Read more >
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 >
PLANADVISER Practice Benchmarking Survey
Of note this year was an increase in the number of advisers stating they are registered investment advisers (RIAs) only. Read more >
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement.  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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