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
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.

Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees

The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.

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