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Although the industry often talks about moving away from focusing on just the “three Fs”—funds, fees and fiduciaries—two of those still lead many conversations.

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inside the magazine November-December 2016

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Deals and PeopleJanuary 13, 2017

Retirement Industry Moves

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

ComplianceJanuary 13, 2017

SEC Names Retirement Investments Among 2017 Exam Priorities

Among the topline priorities for the Securities and Exchange Commission’s examination staff during 2017 will be “the services provided by public pension advisers” and an “expanding focus on senior investors and individuals investing for retirement.”