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HOW CAN YOU USE FEE LEVELIZATION TO GROW YOUR PRACTICE? |
Hear what advisors tell us—and put their insights to work for you. View our new study on how advisors talk about fee levelization. Get the research >
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2018 PLANADVISER Micro Plan Survey |
Like most retirement plans, on average, micros appear to have ample room for improvement, with an average participation rate of 77%, only slightly below the 79% rate among plans of all sizes, and an average balance of $78,546, trailing the $97,903 average for the broad sweep of plans.
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Ladenburg Launches Behavioral Finance Advice Training Program |
Through the Behavioral Financial Advice Training Program, Ladenburg’s Practice Management team of professional business coaches provide education and training in order to support advisers in better understanding the psychological makeup of their clients.
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Betterment for Advisors Offers More Flexibility for Client Portfolios |
With Flexible Portfolio, advisers now have the option to personalize a client’s portfolio around their views, current holdings and personal circumstances.
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Market Mirror |
Wednesday, the Dow was down 9.29 points (0.04%) at 23,848.42, the NASDAQ lost 59.58 points (0.85%) to finish at 6,949.23, and the S&P 500 decreased 7.62 points (0.29%) to 2,605.00. The Russell 2000 was virtually unchanged at 1,513.02, and the Wilshire 5000 closed 71.41 points (0.26%) lower at 27,037.06.
The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.779%. The price of the 30-year Treasury bond was up 5/32, decreasing its yield to 3.022%.
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