Greetings loyal readers! The 2020 PLANADVISER National Conference is just now wrapping up. We are thrilled with the audience participation in our first-ever all-digital conference. A huge thanks in due to all our sponsors, attendees and panelists. Below we have compiled coverage of some of the best session from the conference, with more to come next week. Have a great weekend!
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
Read more >
Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access to best-in-breed programs to enrich overall benefits programs and participant outcomes.
Read more >
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?
Read more >
An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.
T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named head of portfolio management at Insight Investment; and more.
