Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 17th, 2019
PANC 2019: Top Advisers in the Hot Seat
Representatives from the 2019 Retirement Plan Advisers of the Year awards program detail their practice outlooks, client services and team structures. Read more >
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company. Read more >
Hub International Acquires StoneStreet
“We’re excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth. Read more >
MOST READ ARTICLES
1
FINRA Wants to Help You With Reg BI Compliance
2
Washington Update: Industry Turns Attention to Portman-Cardin Bill
3
Inheritance Pathways Exist to Replace Stretch IRAs
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
CAPTRUST Acquires Fountain Financial Associates
Sponsored message from Voya
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Planning for Wealth Transfer a Value Add From Financial Advisers
Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers stretch clients’ inheritances over their lifetimes. Read more >
Proposed Tax Could Hurt Retirement and College Savers
Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax in Senate bill S. 1587, Vanguard says.  Read more >
Nasdaq and Wilmington Trust to Provide Tickers for CITs
The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds. Read more >
Market Mirror
Yesterday, the Dow fell 142.70 points (0.52%) to 27,076.82, the NASDAQ closed 23.17 points (0.28%) lower at 8,153.54, and the S&P 500 lost 9.43 points (0.31%) to finish at 2,997.96. The Russell 2000 was up 6.46 points (0.41%) at 1,584.60, and the Wilshire 5000 decreased 46.58 points (0.15%) to 30,717.92. The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.845%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 2.317%.
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