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Advisers Giving Back
Adviser Actions That Speak Loudly
Celebrating the good works of advisers who give back to their communities in a multitude of ways.
Investment-Oriented
Inflation Protection for DC Investors
TIPS? REITs? Infrastructure stocks? What inflation-sensitive assets will help this time?
ERISA vista
A Return to Rollover Advice
The DOL revisits the potential for adviser/client ongoing relationships.
Compliance Consult
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job.
Servicing Strategies
Never Too Late
Strategies to help clients who are behind on saving ‘retrieve’ lost time.
Cover Story
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
Trends
The 5-Year ‘Test’
A survey finds many retirees don’t have the assets to keep up their spending.
Compliance News
Legislative and Judicial Actions
SEC approves shareholder proposal, fiduciaries of Mutual of Omaha plan settle, and more.
Winners’ Circle
Keeping Clients Safe
Past Advisers of the Year discuss the evolution of their fiduciary services.
Practice Management
Cures for Virtual Meeting Fatigue
… plus a prescription for improving your presenter skills.
Trends
Interest Rates’ ‘New Normal’
By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for economic recovery.
Advisers Should Consider Emotions When Guiding Participants Through COVID-19
A calm, measured approach will help retirement plan participants make the right decisions.
Advisers Should Take a Fresh Look at Investment Strategies, Business Models
Meeting the needs of Baby Boomers and Millennials and addressing investors’ desire for low costs are key to growing business.
Retirement Industry People Moves
Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance of broader income conversations and education.
Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value fund; and more.