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November 5th, 2019 |
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| DOL and SEC Weigh New Proxy Voting Standards | |
Both the Department of Labor and the Securities and Exchange Commission are revisiting their proxy voting rules, creating an opportunity for greater regulatory alignment.
Read more > | | | 2019 PLANADVISER Retirement Plan Adviser Survey | | The 2019 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey, explores the many factors that advisers consider when selecting investments and recordkeepers. It also reveals which companies they like to work with and think excel in services.
Read more > | | | An IPS ‘Sets’ The Standard | | I’m new as an adviser, and while I’ve read that an investment policy statement, or “IPS,” isn’t required under the Employee Retirement Income Security Act, it seems like many of our clients have them. What do I need to know about them?
Read more > | |
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| The Health Savings Alphabet | | Advisers need to know the wellness programs from, FSA to HSA.
Read more > | | | Preventing Financial Abuse of Aging Clients | | Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably.
Read more > | | | Market Mirror | | Yesterday, the Dow gained 114.75 points (0.42%) to finish at 27,462.11, the NASDAQ closed 46.80 points (0.56%) higher at 8,433.20, and the S&P 500 increased 11.36 points (0.37%) to 3,078.27. The Russell 2000 was up 8.07 points (0.51%) at 1,597.40, and the Wilshire 5000 climbed 117.02 points (0.37%) to 31,384.20.
The price of the 10-year Treasury note decreased 28/32, bringing its yield up to 1.778%. The price of the 30-year Treasury bond fell 1 27/32, increasing its yield to 2.267%.
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