PLANADVISER Weekend Newsdash
Week ending October 30th, 2020

Greetings loyal PLANADVISER readers! This weekend, we wanted to take the time to spotlight our ongoing Advisers Giving Back profile series. Below, you will find a collection of stories that describe the incredible charitable and philanthropic work undertaken by some of the leading advisers in the retirement industry. Not only do their stories inspire, they also include some great ideas about how to get started giving back. If you are an adviser who is dedicated to a cause that deserves some attention, let us know at editors@issgovernance.com.

Editor's choice
See the Full Profile List Here
The PLANADVISER Advisers Giving Back profile series offers an inspiring view of the charitable and philanthropic work undertaken by some of the leading advisers in the retirement planning industry. Read more >
Advisers Giving Back: Stephanie Hunt
Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program. Read more >
Advisers Giving Back: Renee Scherzer at 401K Resources
Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her giving efforts expand into many other areas. Read more >
LeafHouse’s Charity Ride for CASA/GAL
It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers. Read more >
Advisers Giving Back: Lessons in Mentorship from Soraya Morris
Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read more >
Advisers Giving Back: Bernadette Lanser and St. Ben’s Community Meal
It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program. Read more >
Advisers Giving Back: Kelli Davis and CSi Advisory Services
Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana. Read more >
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Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

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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.
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

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