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| Sponsored message from PLANADVISER |
| Event Information: Health Savings Accounts and Opportunity for Advisers |
| Join us today at 12 p.m. EST for a 1-hour webinar exploring how health savings accounts (HSAs) can be used for tax-efficient savings for health care expenses today and as long-term savings vehicles for retirement.
Read more > |
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| ICI Recordkeeper Data Reveals Strong Savings Commitment |
| Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans.
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| U.S. Equity Funds See $10B in Outflows in May |
| In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows.
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| Deloitte Acquires Casey Quirk |
| Terms of the deal were not disclosed, but the Casey Quirk partners and team will “transition to Deloitte and operate under the name Casey Quirk by Deloitte.”
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| ‘Human-Centric Insights’ at Heart of New Hartford Funds Program |
| Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships.
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| Retirement Industry People Moves |
| The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.
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| Fidelity Adds Funds and Share Classes to Index Lineup |
| Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.
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