PLANADVISER Weekend Newsdash
Week ending June 5th, 2020

Greetings loyal PLANADVISER readers. For this weekend’s mailing, we felt compelled to put a spotlight on some of our recent coverage about the lack of diversity and multicultural representation in the retirement plan services industry. The motivation for doing so is obvious, though that does not make the challenge of improving diversity easier. With that in mind, we hope some of the voices in these articles can help inspire change. Thanks as always for reading, and stay well!

Editor's choice
Keeping Up With the Workplace
Black Americans need more representation in the financial advisory field. Read more >
Female Advisers Lead the Push for Greater Diversity
They believe that the role of advisers has become more holistic, making the profession more appealing and accessible. Read more >
Tackling the Industry’s Diversity and Inclusion Problem
Even though African Americans make up about 13% of the United States population, the U.S. Bureau of Labor Statistics reports this group accounts for only about 7.6% of financial services professionals. Read more >
Inclusion, Diversity and the Noble Purpose of Advisers
The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as an adviser in the field. Read more >
Lessons from the Edward Jones Women’s Conference
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals. Read more >
MOST POPULAR STORIES
Op-Ed: Financial and 401(k) Trends to Consider
A labor crunch known as The Great Resignation and The Great Retirement are the twin challenges of the early 2020s.
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan

A court refused to dismiss most claims against Aon Hewitt Investment Consultants and Centerra Group 401(k) plan fiduciaries.

New Bill Aims to Solve for the Retirement Plan Coverage Gap

The Portable Retirement and Investment Account Act of 2021 would create accounts for people soon after they are assigned a Social Security number that they could contribute to whenever they don't have access to an employer-sponsored plan.

L Brands ERISA Lawsuit May Proceed

A judge has determined the fiduciary breach lawsuit filed against the former parent company of Victoria’s Secret and Bath and Body Works, alleging excessive recordkeeping fees and other issues, may proceed to discovery.

Views of Adviser M&A Have Evolved

A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have a positive impact on their practices.

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