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June 11th, 2019 |
 | Sourcing Advisory Talent in Unexpected PlacesA financial service firm like an advisory shop or a recordkeeper can put in place strong training programs that can help new people learn the ins-and-outs of the retirement plan business—the jargon, the complex commercial incentives and the customer expectations. However, training people to have empathy and to relate effectively to a diverse range of customers is another proposition entirely.
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| Leafhouse Packaged Solution Helps Advisers Support Plan Sponsors | |
The advantages of working with FlexPrecision allow financial advisers to concentrate on market opportunities and to cultivate new business.
Read more > | | | Coaching the Committee | | If your clients’ retirement plan committees fail to get the training they need, the Department of Labor and IRS may take notice.
Read more > | | | Market Mirror | | Yesterday, the Dow was up 78.74 points (0.30%) at 26,062.68, the NASDAQ climbed 81.07 points (1.05%) to 7,823.17, and the S&P 500 increased 13.39 points (0.47%) to 2,886.73. The Russell 2000 gained 9.17 points (0.61%) to close at 1,523.56, and the Wilshire 5000 closed 153.14 points (0.52%) higher at 29,698.68.
The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.144%. The price of the 30-year Treasury bond decreased 11/32, bringing its yield up to 2.625%.
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