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NAPA Net Daily

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In preparation for a potentially more volatile market environment, institutional investors are looking at ways to diversify sources of investment outperformance, according to new research.  While institutions of all sizes plan to make changes to their investment approaches, Fidelity’s Global... READ MORE
Several trends in the defined contribution market are likely to propel a greater interest in managed accounts, according to a new report by Cerulli Associates.  “Growing emphasis on financial wellness, concerns about lack of retirement income options within employer-sponsored plans, increasing... READ MORE
If it’s March, then it must be time for March Madness – and it’s time for NAPA-Net readers to weigh in on the team(s) that you think will make it to the Final Four, and win the national championship! That’s right – the brackets have been set, and in this week’s reader poll, we’d like to know who... READ MORE
Ever been blamed for a compliance issue? Working with plan sponsors who are skeptical about financial wellness? Worried that that financial education has its limits? Looking to leverage relationships with industry partners to better your business? Look no further.  The second half of the NAPA 401(... READ MORE
You know your clients – but how well do you know yourself? As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership... READ MORE
The fourth quarter 2018 market correction weighed on plan participants’ investment activity within self-directed brokerage accounts (SDBAs).  According to Charles Schwab’s SDBA Indicators Report, the average balance of the firm’s SDBAs fell to $246,153, a decline of 10.6% from the third quarter of... READ MORE
Witnesses at a House subcommittee hearing testified March 14 that the SEC’s proposed Regulation Best Interest seemed promising at first glance, but fell short upon closer inspection.  “Putting Investors First? Examining the SEC’s Best Interest Rule,” held by the House Financial Services... READ MORE
There’s a lot of great networking to be had at the NAPA 401(k) SUMMIT – but nothing compares to our peer-to-peer sessions. That’s right, we’ve got three special groupings to provide you with an opportunity to greet, meet, and connect with your peers, whether you are:   ADVISORS: One of the NAPA... READ MORE
intellicents has made another acquisition – the purchase of Retirement Asset Advisory, Inc. (RAA) from Bill Worley and John Cole. According to a press release, this Dallas branch will initially focus on offering fiduciary retirement plan investment advisory and management services to area... READ MORE
While the so-called “stretch” match has been touted as a mechanism to encourage higher savings rates with no additional cost to the employer, a recent study suggests that the stretch match has its limits. This week we asked NAPA-Net readers to share their experience(s). With a stretch match,... READ MORE

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