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April 15th, 2019 |
| How To Make 529 Plan Service Pay OffOffering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own. Advisers active in the space say saving for college is a priority for families, and with their tax advantages, 529 plans can be a valuable tool.
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Retirement Industry People Moves | The American College of Financial Services announces multiple hires and promotions; Northern Trust names foreign exchange sales head; MassMutual adds head of benefits practice; and more.
Read more > | | Investment Product and Service Launches | Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.
Read more > | | Mobile Access Opened for Lively HSA | Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.
Read more > | | Market Mirror | Friday, the Dow was up 269.25 points (1.03%) to close at 26,412.30, the NASDAQ climbed 36.81 points (0.46%) to 7,984.16, and the S&P 500 gained 19.09 points (0.66%) to 2,907.41. The Russell 2000 inched upwards by 5.66 points (0.36%) to 1,584.80, and the Wilshire 5000 was up 193.91 points (0.65%) to 30,059.92. The price of the 30-year Treasury bond was down 31/32, increasing its yield to 2.976%. The price of the 10-year Treasury note was down 17/32, increasing its yield to 2.557%. WEEK’S WORTH: For the week ended April 22, the Dow was down 0.05%, the S&P 500 was up 0.51% and the NASDAQ was up by 0.57%. The Russell 2000 was up by 0.14% and the Wilshire 5000 was up 0.61%.
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