trendspotting planadviser November/December 2013

Trendspotting

Articles that appeared in the Trendspotting section of the magazine.

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Data & Research

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A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

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The majority of pension consultancies report liabilities edged out strong market results.

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The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.