Newsletters

July 13, 2018

PLANADVISERdash – July 16, 2018

July 13, 2018

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July 12, 2018

PLANADVISERdash – July 13, 2018

July 12, 2018

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July 10, 2018

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July 9, 2018

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July 6, 2018

PLANADVISERdash – July 9, 2018

July 6, 2018

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July 5, 2018

PLANADVISERdash – July 6, 2018

July 3, 2018

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July 2, 2018

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June 29, 2018

PLANADVISERdash – July 2, 2018

June 29, 2018

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June 28, 2018

PLANADVISERdash – June 29, 2018

June 27, 2018

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June 26, 2018

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June 25, 2018

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June 22, 2018

PLANADVISERdash – June 25, 2018

June 22, 2018

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June 21, 2018

PLANADVISERdash – June 22, 2018

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

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

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

MARKET MIRROR

Friday, the Dow closed 94.52 points (0.38%) higher at 25,019.41, the NASDAQ was up 2.06 points (0.03%) at 7,825.98, and the S&P 500 increased 3.02 points (0.11%) to 2,801.31. The Russell 2000 was down 3.20 points (0.19%) at 1,687.08, and the Wilshire 5000 increased 26.93 points (0.09%) to 29,261.38.

The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.828%. The price of the 30-year Treasury bond increased 9/32, bringing its yield down to 2.930%.

WEEK’S WORTH: For the week ending July 13, the Dow gained 2.30%, the NASDAQ finished 1.9% higher, and the S&P 500 increased 1.50%. The Russell 2000 decreased 0.41%, and the Wilshire 5000 was up 1.36%.

Industry White Papers

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
A Holistic Approach to Target Date Design TDFs are easy to use but hard to judge — here are the factors plan fiduciaries should know.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants
What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.