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UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

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

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Health Savings Accounts: The Advisor Opportunity

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

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Who Should Use a Health Savings Account?

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

  • From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer
    Sponsored by MassMutual
  • Expert Voice: Ed Farrington
    Sponsored by Natixis Investment Managers
  • Add Financial Stress to the Symptoms—and the Cost—of the Covid-19 Pandemic
    Sponsored by John Hancock

MARKET MIRROR

  • Thursday, the Dow closed 68.95 points (0.22%) lower at 30,991.52, the NASDAQ decreased 16.31 points (0.12%) to 13,112.64, and the S&P 500 lost 14.30 points (0.38%) to finish at 3,795.54. The Russell 2000 climbed 27.39 points (1.29%) to 2,155.35, and the Wilshire 5000 was down 40.80 points (0.10%) at 40,297.24.

     

    The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 1.126%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 1.869%.

Industry White Papers

  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/10/20154039/American-Century-Investments-Logo.png The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
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  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/10/20154039/American-Century-Investments-Logo.png An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/08/07120732/NYLI20-029567-Segment-Marketing-DCIO-Plan-Advisor-NYLI-logo-300x300.jpg Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/03/04130309/Sponsor-Logo_Invesco.png The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
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