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 * IRA Alert


STRETCH IRAS STILL EXIST FOR SOME BENEFICIARIES




Although the SECURE Act eliminated stretch IRAs for most beneficiaries,
replacing them with the 10-year post-death payout rule, some beneficiaries can
still use a stretch IRA.

By Ed Slott
 * More by this author

 * YOUR RMD QUESTIONS ANSWERED

 * THE NEW IRS 10-YEAR RMD RULE ISN’T WHAT WE THOUGHT IT WAS

 * CONFUSION ABOUT 2022 REQUIRED MINIMUM DISTRIBUTIONS

 * Technology

ENVESTNET PRESIDENT STUART DEPINA STEPPING DOWN AS PART OF LARGER REORGANIZATION

The tech giant is restructuring itself into three segments: Envestnet Solutions;
Envestnet Data and Analytics; and Envestnet WealthTech.

 * Elections

POLICY TRUMPS DEMOCRACY FOR MOST LOBBYISTS AHEAD OF MIDTERMS

Many trade groups representing financial advisers have donated to at least one
lawmaker who objected to certifying the 2020 presidential election.

 * Arbitration

LEADING STATE REGULATOR SEES ARBITRATION REFORM GAINING MOMENTUM

A NASAA model rule gives states the ability to yank the license of a brokerage
or advisory firm that dodges an arbitration award or other judgment.

 * Awards & Events

INVESTMENTNEWS’ 2022 CLASS OF 40 UNDER 40

Meet the members of InvestmentNews' 2022 class of 40 Under 40. InvestmentNews is
proud to profile these rising stars and shine a light on their impressive
achievements at such an early stage of their careers.

 * Podcast

LANCE DIAL WEIGHS IN ON THE SEC’S PROPOSED ESG REGULATIONS

Bruce and Jeff connect with Lance Dial, partner at Morgan Lewis, to discuss the
SEC's proposed new rules related to ESG investing. They talk about the SEC's
goal of cracking down on greenwashing, and the challenge of enforcing rules
related to something that's evolving.


ADVISER RESOURCES

Advisers On The Move Adviser Research Dashboard Broker-Dealer Data Center RIA
Data Center




TRENDING TOPICS

 * Retirement

VANGUARD SURVEY HIGHLIGHTS RETIREMENT COMPLEXITY, ‘GREAT RESIGNATION’ MOBILITY

Vanguard's influential 'How America Saves' report shows 401(k) plan participants
are facing increasingly complex financial situations and life events.

 * Cryptocurrency

CITADEL SECURITIES, VIRTU FORM CRYPTO PLAN WITH FIDELITY, SCHWAB

The crypto offering, still in its early development, could be available late
this year or early next.

 * Cryptocurrency

PAXOS TO HELP BROKER-DEALERS INTRODUCE CRYPTO TRADING TO ADVISERS

The blockchain infrastructure company is launching a business aimed at
introducing cryptocurrency across a broker-dealer's workforce of financial
advisers.

 * Staffing

WELLS FARGO PAUSES DIVERSITY RULES FOR HIRING AFTER REPORT OF SHAM INTERVIEWS

CEO Charlie Scharf said in a memo that the bank would halt the use of diversity
guidelines for hiring as it reviews the reports of fake interviews.

 * Cybersecurity

LIMRA, VERISK TEAM UP TO IMPROVE FRAUD DETECTION AND PREVENTION

The effort is designed to address the growing prevalence of account takeover
fraud.

 * Lawsuits

SCHWAB SUED OVER PAYMENT FOR ORDER FLOW

Three clients allege the brokerage didn’t give them the best prices for their
orders.


OPINION

 * Ed Slott

STRETCH IRAS STILL EXIST FOR SOME BENEFICIARIES

 * Joanne Cleaver

QUOTAS PROVE IRRELEVANT AS COMPANIES DIVERSIFY BOARDS ON THEIR OWN TERMS

 * Dale Brown

FENDING OFF TAXES, FEES AND OTHER STATE THREATS TO ADVISER AUTONOMY AND GROWTH

 * Mark Schoeff Jr.

POLICY TRUMPS DEMOCRACY FOR MOST LOBBYISTS AHEAD OF MIDTERMS

 * Ryan W. Neal

FINTECH BYTES: ADVISORENGINE, EMONEY AND INVESCO’S INTELLIFLO






WHITE PAPERS


 * Technology

WEALTH TECH TRENDS: FROM ENGAGEMENT AND ADOPTION TO BARRIERS AND OPPORTUNITIES

By: InvestCloud and InvestmentNews Research
 * Investments

CREATING VALUE AMID RISING INTEREST RATES

By: Grubb Properties
 * RIAs

FINDING THE RIGHT CUSTODIAN: HEAR ONE INDEPENDENT ADVISOR’S STORY

By: Schwab Advisor Services
 * Technology

2022 INVESTMENTNEWS ADVISER TECHNOLOGY STUDY

By: Allianz Life, Emotomy, and InvestmentNews Research
 * Investments

THE S&P 500 ESG INDEX: DEFINING THE SUSTAINABLE CORE

By: S&P Dow Jones Indices
 * Practice Management

ELITE RIA STUDY: HOW TOP FIRMS ARE EMBRACING A HOLISTIC APPROACH TO WEALTH
MANAGEMENT

By: Axos Advisor Services and InvestmentNews Research


VIDEOS & PODCASTS



 * PODCASTS


COVID’S IMPACT ON WOMEN’S RETIREMENT SECURITY

Women continue to be at greater risk of not achieving a financially secure
retirement than men, and Covid has made that situation worse. Catherine
Collinson, CEO and president of the Transamerica Institute and its Transamerica
Center for Retirement Studies, discusses how Covid has affected the outlook for
women’s retirement security. Read More

 * PODCASTS


DO YOU HAVE TO BE ‘WOKE’ TO BE AN ESG INVESTOR?

This episode focuses on intention vs. action in the ESG movement and whether
it's important to be an idealist to successfully execute these practices. Rachel
Robasciotti, founder and CEO of Adasina Social Capital, joins Steve to discuss
these points and more. Read More


 * Podcasts

IS FINRA’S ARBITRATOR SELECTION SYSTEM RIGGED?

Adam Gana, managing partner of Gana Weinstein, joins Bruce to discuss a recent
Finra arbitration decision overturned by a court in Georgia. They discuss the
case, how Finra abitration works, and what the case means for Finra and for
advisers. Read More

 * Podcasts

BE A GOOD ANCESTOR

The next decade will decide the global thermostat for generations. Dr. Kimberly
Nicholas, author of the powerful book “Under the Sky We Make,” breaks down the
overwhelming scientific consensus on human-caused climate change and discusses
the extreme urgency of the situation. Read More

 * Podcasts

WOMEN’S LONGEVITY AND LEAVING A LEGACY

Women represent the next wave of growth in U.S. wealth management. Ryan
Bertrand, vice president and managing director of advanced markets for
Transamerica, joins Mary Beth to discuss how the financial services industry can
adapt and better serve female investors. Read More

 * Videos

INDEPENDENCE STILL POPULAR AS RECRUITING RECOVERS

Recruiting made a partial recovery last year from its pandemic-induced plunge in
2020, and data show advisers are continuing to embrace independence, with 65% of
those who changed firms last year also changing channels. Read More


UPCOMING EVENTS


EVENTS

An innovative, empathetic and spirited approach to life and business unites the
2022 InvestmentNews class of 40 Under 40. The individuals profiled in our ninth
annual feature illustrate an impressive list of achievements and goals – all
crafted before turning 40! Many are entrepreneurial financial advisers and
wealth managers at financial giants, but you’ll also find young professionals
from the fintech, asset management, and socially responsible investing worlds.  
A team of reporters and editors selected these 40 out of nearly 1,000 online
nominations. We hope they inspire even more young professionals to pursue
careers in financial advice.

visit site

JUNE 17, 2022


EVENTS

Invest in your business, your brand and yourself. For over six years, the Women
Adviser Summit has hosted thousands of women across the country with the goal of
investing in their business, their brand and themselves, all while collaborating
and networking with like-minded peers. The InvestmentNews Women Adviser Summit
is uniquely designed for the sophisticated female adviser who wants to take her
personal and professional self to the next level. Join in on the experience!

visit site

JULY 11, 2022


EVENTS

Growing Your RIA through Product Offerings, Technology, and Operational
Efficiencies As the Registered Investment Advisor (RIA) industry matures, the
need for information on the latest industry trends and practice management
advice is more pressing than ever. Whether you are a newbie, a breakaway
adviser, or run an established RIA firm, you need the latest strategies,
tactics, tools, and best practices on how to set up and efficiently operate an
RIA practice. The InvestmentNews RIA Summit  will offer the highest quality
content on how to deliver fee-based products and services, including alternative
investment products, new areas of advice that RIAs can now offer, as well as
content, focused on marketing, technology, recruiting, succession, and more

visit site

NOVEMBER 7, 2022


WEBCAST

TECH STACK INTEGRATION: HOW MUCH FARTHER CAN—OR SHOULD—FIRMS GO?

Advisers have seen the value of implementing suites of software that work
together. But to what degree is this prevalent throughout the industry? And how
can advisers who have integrated their tech stack keep pace with change?

Register today!

THURSDAY, JUNE 9, 2022
4-5PM ET


WEBCAST

THE MODERN TECH STACK: HOW TO STAY IN LINE WITH CONSUMER EXPECTATIONS

Tech spending is rising at its fastest rate in three years, according to the
InvestmentNews 2022 Adviser Technology Study. But are advisers’ growing
investments in line with consumer expectations? Our latest study focuses on the
client experience, with fresh survey findings on what clients want from fintech.

Available now!

WEDNESDAY, APRIL 27, 2022
4-5PM ET


PARTNER CONTENT

 * Western Alliance Bank

SECURITIES-BASED LENDING REMAINS AN ATTRACTIVE OPTION FOR INVESTMENT CLIENTS

5 min read
 * DPL Financial Partners

NEW YEAR, SAME CHALLENGE: THE SEARCH FOR INCOME CONTINUES

3 min read
 * Parametric

WHAT’S THE BEST WAY TO MAXIMIZE THE TAX BENEFITS OF CHARITABLE GIVING?

5 min read
 * BlackRock

TARGET DATE FUNDS GET ACTIVE: A LOOK AT THE INNOVATION BEHIND BLACKROCK’S
LIFEPATH® DYNAMIC STRATEGY

7 min read




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