| Sponsored message from Transamerica |
| Discover the value of workplace wellness. |
| Learn how with our WorkplaceWealth + Health℠Toolkit.
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| With New ‘Sensible Fees,’ Westwood Seeks Active Fund Disruption |
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According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance objectives exceed the benchmark.
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| 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.
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| Sponsored message from T. Rowe Price |
| It’s Time to Get Serious About Retirement Income Solutions |
| Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
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| 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 ERISA, it seems like many of our clients have them. What do I need to know about them?
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| Market Mirror |
| Tuesday, the Dow lost 102.20 points (0.36%) to finish at 27,934.02, the NASDAQ closed 20.72 points (0.24%) higher at 8,570.66, and the S&P 500 slipped 1.85 points (0.06%) to 3,120.18. The Russell 2000 increased 5.95 points (0.37%) to 1,598.29, and the Wilshire 5000 was up 8.71 points (0.03%) at 31,769.20.
The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.784%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.252%.
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