| Sponsored message from OppenheimerFunds |
| OppenheimerFunds' Kathleen Beichert on Communicating the Importance of Employer-Based Retirement Plans |
| Click To Watch.
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| Register Now for the 2018 PLANADVISER National Conference |
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Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate; reserve your spot today for the 2018 event.
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| 2018 Modern Wealth Index Highlights Importance of Planning |
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A new analysis from Charles Schwab shows those with a written financial plan are much more likely to have a higher overall Modern Wealth Index score, be regular savers, and effectively manage their debt.
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| Advisers Want Improved Annuity Options for Clients |
| As annuities struggle to gain traction within the retirement industry, advisers are finding it increasingly difficult to address various client needs with few annuity options, according to a recent study from Global Atlantic Financial Group.
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| Centurion Group Helps Plan Sponsors Find Money for Financial Wellness Programs |
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Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the program will be paid for.
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| Market Mirror |
| Tuesday, the Dow lost 193.00 points (0.78%) to finish at 24,706.41, the NASDAQ closed 59.69 points (0.81%) lower at 7,351.63, and the S&P 500 decreased 18.69 points (0.68%) to 2,711.44. The Russell 2000 was virtually unchanged at 1,600.34, and the Wilshire 5000 fell 164.16 points (0.58%) to 28,197.87.
The price of the 10-year Treasury note decreased 19/32, bringing its yield up to 3.071%. The price of the 30-year Treasury bond fell 1 5/32, increasing its yield to 3.195%.
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