PLANADVISER - July/August 2017 - 6
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WEB-EXCLUSIVE FEATURES
LPL Retirement
Leader Departure
Reflects an Evolving
Adviser Industry
There are some important
implications for the
future of the retirement
advisory industry in the
organizational history
of LPL Financial's
retirement arm and its
acquired businesses,
particularly NRP ...
INDUSTRY MOVES
PHIL WALDECK is now
president and CEO of Prudential
Retirement, a division of
Prudential Financial.
JAMES HICKEY joined the
independent financial service
firm HD Vest as its new chief
investment strategist.
JESSEN FAHEY moved
to COHEN & STEERS, as vice
president on the wealth
management team, specializing
in the defined contribution
investment only marketplace.
Voya Financial Inc. hired
JEFF CIMINI to lead the
company's retirement product
organization.
Fiduciary Reforms
Will Impact Expanding
HSA Market
The Department of Labor
fiduciary rule expansion
establishes Employee
Retirement Income Security
Act fair-dealing requirements
in the sale and service of
health savings accounts.
Employers have a lot of
questions about what
this means.
Reflections on Roth
As Tax Debate Unfolds
Effectively managing income taxes over
a lifetime requires careful balancing of a
person's current tax burden with his need
for tax diversification for his unknown future
during his retirement years.
Top-Performing Advisers
Look Past Averages
Besides market returns, stress-testing the
impact of an individual's behavior and
circumstances can be especially helpful.
INVESTMENT PRODUCT AND SERVICE LAUNCHES
ASCENSUS enhanced the digital experience for its
retirement plan clients and their employees. The enhancement
includes Intuitive home dashboards that highlight popular
performance metrics and tools.
FIDELITY INVESTMENTS
has given independent
advisers and recordkeepers
access to its managed
accounts.
BLACKROCK improved
its retirement income tool,
iRetire, enabling users to
project a decumulation
strategy.
FIDUCIARY BENCHMARKS launched IRA Rollover, a
service that will help advisers comply with the new fiduciary rule.
CHARLES SCHWAB has expanded its suite of commissionfree
exchange-traded funds (ETFs). The Schwab ETF OneSource
lineup now includes 15 new investment vehicles, bringing
Charles Schwab's total ETF offerings to 245.
STAYING IN TOUCH
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well-informed.
6 | planadviser.com july-august 2017
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PLANADVISER - July/August 2017
Table of Contents for the Digital Edition of PLANADVISER - July/August 2017
Reconsidering the Status Quo
2017 PLANADVISER Recordkeeper Services Guide
Reviewing Providers
Bringing It All Together
Default Thinking
The Best Path Forward
PLANADVISER - July/August 2017 - C1
PLANADVISER - July/August 2017 - FC1
PLANADVISER - July/August 2017 - FC2
PLANADVISER - July/August 2017 - C2
PLANADVISER - July/August 2017 - 1
PLANADVISER - July/August 2017 - 2
PLANADVISER - July/August 2017 - 3
PLANADVISER - July/August 2017 - 4
PLANADVISER - July/August 2017 - 5
PLANADVISER - July/August 2017 - 6
PLANADVISER - July/August 2017 - 7
PLANADVISER - July/August 2017 - 8
PLANADVISER - July/August 2017 - 9
PLANADVISER - July/August 2017 - 10
PLANADVISER - July/August 2017 - 11
PLANADVISER - July/August 2017 - 12
PLANADVISER - July/August 2017 - 13
PLANADVISER - July/August 2017 - 14
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PLANADVISER - July/August 2017 - 16
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PLANADVISER - July/August 2017 - 18
PLANADVISER - July/August 2017 - 19
PLANADVISER - July/August 2017 - 20
PLANADVISER - July/August 2017 - 21
PLANADVISER - July/August 2017 - 22
PLANADVISER - July/August 2017 - 23
PLANADVISER - July/August 2017 - Reconsidering the Status Quo
PLANADVISER - July/August 2017 - 25
PLANADVISER - July/August 2017 - 26
PLANADVISER - July/August 2017 - 27
PLANADVISER - July/August 2017 - 2017 PLANADVISER Recordkeeper Services Guide
PLANADVISER - July/August 2017 - 29
PLANADVISER - July/August 2017 - 30
PLANADVISER - July/August 2017 - 31
PLANADVISER - July/August 2017 - 32
PLANADVISER - July/August 2017 - 33
PLANADVISER - July/August 2017 - 34
PLANADVISER - July/August 2017 - 35
PLANADVISER - July/August 2017 - 36
PLANADVISER - July/August 2017 - 37
PLANADVISER - July/August 2017 - Reviewing Providers
PLANADVISER - July/August 2017 - 39
PLANADVISER - July/August 2017 - 40
PLANADVISER - July/August 2017 - 41
PLANADVISER - July/August 2017 - Bringing It All Together
PLANADVISER - July/August 2017 - 43
PLANADVISER - July/August 2017 - Default Thinking
PLANADVISER - July/August 2017 - 45
PLANADVISER - July/August 2017 - 46
PLANADVISER - July/August 2017 - 47
PLANADVISER - July/August 2017 - The Best Path Forward
PLANADVISER - July/August 2017 - 49
PLANADVISER - July/August 2017 - 50
PLANADVISER - July/August 2017 - 51
PLANADVISER - July/August 2017 - 52
PLANADVISER - July/August 2017 - C3
PLANADVISER - July/August 2017 - C4
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