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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
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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

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HSA Myths and Misconceptions

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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

  • Friday, the Dow lost 179.03 points (0.57%) to finish at 30,996.98, the NASDAQ increased 12.15 points (0.09%) to 13,543.06, and the S&P 500 closed 11.60 points (0.30%) lower at 3,841.47. The Russell 2000 climbed 27.34 points (1.28%) to 2,168.76, and the Wilshire 5000 was down 25.88 points (0.06%) at 40,783.64.

     

    The price of the 10-year Treasury note increased 24/32, bringing its yield down to 1.084%. The price of the 30-year Treasury bond was up 6/32, decreasing its yield to 1.847%.

     

    For the week ending January 22, the Dow was up 0.59%, the NASDAQ climbed 4.19%, and the S&P 500 increased 1.94%. The Russell 2000 gained 2.15%, and the Wilshire 5000 finished 2.01% higher.

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.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/11/03152730/MassMutual-Investments-Sponsor-Logo.png Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
  • https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2020/10/20154039/American-Century-Investments-Logo.png The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
  • 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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