Closer Client Relationships Drive Greater Growth and Satisfaction |
According to FPA, financial planners who engage in “know your client” behaviors gain deeper personal fulfillment from many more of their client relationships.
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More Than Four in 10 Institutional Investors Incorporate ESG |
Among foundations, that is 64%, according to a Callan report.
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Moving From Health Care Spending to Health Care Saving |
Speakers at PLANSPONSOR’s 2018 HSA Conference discussed educating participants about investing health savings account (HSA) assets and planning for retirement health care costs.
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J.P. Morgan Recommends Real Assets for Public Pension Plans |
A new report from J.P. Morgan Asset Management, “Real Assets’ Role in Public Pension Portfolios,” explores the use of real estate and infrastructure. The firm concludes that these asset classes can enhance returns and reduce volatility.
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Market Mirror |
Yesterday, the Dow increased 39.73 points (0.15%) to 26,486.78, the NASDAQ lost 52.50 points (0.67%) to finish at 7,735.95, and the S&P 500 was down 1.14 points (0.04%) at 2,884.43. The Russell 2000 decreased 2.60 points (0.16%) to 1,629.52, and the Wilshire 5000 closed 34.89 points (0.12%) lower at 29,788.14.
The bond market was closed for Columbus Day.
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