November 26th, 2018

Fiduciary Insurance Is Critical With retirement plan litigation on the rise, experts say it is more important than ever for retirement plan sponsors to have adequate fiduciary insurance. And, as a result of the increase in litigation, carriers have become more selective about sponsors they will cover. Read more > Even More Retirement Industry Evolution Expected in 2019 While previous years saw an increased focus on financial wellness educational content—delivered in fliers, websites and mobile applications—providers in 2019 will favor action-based strategies and solutions. Read more > Investment Product and Service Launches Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing. Read more > LIMRA Study Shows Interest in Annuities The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for advisers. Read more > Retirement Industry People Moves Transamerica announces hire and promotions; Mercer closes acquisition of Summit Strategies Group; FIA opens Wellesley office; and more. Read more > MOST READ ARTICLES 1 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business 2 2023 Retirement Plan Adviser of the Year Finalists 3 With SECURE 2.0, the Cash Balance DB Plan May Be Back 4 Biden’s First Veto Keeps DOL’s ESG Rule in Place 5 Complying With the Custody Rule and the New Custody Proposal

Sponsored message from PIMCO Retirement Income: A New Model for Seeking Stable Income Click here to download white paper > Read more > Morgan Stanley Revamps Advisory Platform With WealthDesk After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and adviser support by launching its digital WealthDesk platform. Read more > Editor's Note: Happy Thanksgiving! Please take note, the offices of Strategic Insight and PLANADVISER Magazine were closed on Friday. For that reason, the Market Mirror data in today’s newsletter shows Wednesday’s results. Equity and bond market results for Friday are available on the www.planadviser.com homepage. Read more > Market Mirror Friday, the Dow fell 178.74 points (0.73%) to 24,285.95, the NASDAQ closed 33.27 points (0.48%) lower at 6,938.98, and the S&P 500 decreased 17.37 points (0.66%) to 2,632.56. The Russell 2000 was virtually unchanged at 1,488.68, and the Wilshire 5000 lost 148.91 points (0.54%) to finish at 27,196.57.   The yield for the 10-year Treasury note was 3.040%, and the yield for the 30-year Treasury bond was 3.306%.   WEEK’S WORTH: For the week ending November 23, the Dow fell 4.44%, the NASDAQ lost 4.26%, and the S&P 500 finished 3.79% lower. The Russell 2000 was down 2.54%, and the Wilshire 5000 decreased 3.58%.

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