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How Do Your Clients' Plans Stack Up? |
Advisers – supported by the right partners – can provide the answers. Click To Read.
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2018 PLANADVISER National Conference - Register Today |
As an attendee, you’ll find a networking-friendly environment, inviting you to engage directly with skilled experts and leading advisers to help you differentiate your message, add value for your clients and cultivate sustainable growth in an evolving regulatory environment. Thanks to the comprehensive agenda, you’ll experience sessions focused on legislative and regulatory challenges; practice management and differentiation messaging; the newest platforms, tools and services for you and your clients; and the best practices currently being used to construct institutional investments.
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Fed Report Suggests More Investing and Financial Education Needed |
Three-fifths of non-retirees with self-directed retirement savings accounts have little or no comfort managing their investments, and only one-fifth of adults answered five financial literacy questions correctly, according to the Federal Reserve.
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Retirement Readiness Measure Added to dailyVest’s Plan Health Tool |
This will provide plan sponsors, administrators, consultants and advisers with an optimized way to evaluate data, garner insights and pinpoint areas for improvement within defined contribution plans.
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Market Mirror |
Tuesday, the Dow lost 178.88 points (0.72%) to finish at 24,834.41, the NASDAQ was down 15.58 points (0.21%) at 7,378.45, and the S&P 500 decreased 8.57 points (0.31%) to 2,724.44. The Russell 2000 fell 12.20 points (0.75%) to 1,625.24, and the Wilshire 5000 closed 138.64 points (0.49%) lower at 28,360.04.
The price of the 10-year Treasury note was unchanged, with its yield up to 3.060%. The price of the 30-year Treasury bond was down 4/32, increasing its yield to 3.209%.
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