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EDITORIAL

GLOBAL EDITOR-IN-CHIEF

Alison Cooke Mintzer

alison.mintzer@strategic-i.com

MANAGING EDITOR

Lee Barney

lee.barney@strategic-i.com

DEPUTY EDITOR, PLANADVISER.COM

John Manganaro

john.manganaro@strategic-i.com

SALES / ADVERTISING

Paul Zampitella

paul.zampitella@strategic-i.com

SUBSCRIPTIONS

Jackie Scott

jackie.scott@strategic-i.com

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Tuesday, the Dow climbed 8.07 points (0.03%) to 25,891.32, the NASDAQ was up 14.36 points (0.19%) at 7,486.77, and the S&P 500 increased 4.16 points (0.15%) to 2,779.76. The Russell 2000 closed 5.22 points (0.33%) higher at 1,574.47, and the Wilshire 5000 gained 58.16 points (0.20%) to finish at 28,862.45.

The price of the 10-year Treasury note was up 10/32, decreasing its yield to 2.632%. The price of the 30-year Treasury bond was up 10/32, decreasing its yield to 2.979%.

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