Newsletters

August 12th, 2016

081516 planadviserdash

August 12th, 2016

081216 PLANADVISERweekend

August 11th, 2016

081216 planadviserdash

August 10th, 2016

081116 planadviserdash

August 9th, 2016

081016 planadviserdash

August 8th, 2016

080916 planadviserdash

August 5th, 2016

080516 PLANADVISERweekend

August 4th, 2016

080516 planadviserdash

August 3rd, 2016

080416 planadviserdash

August 2nd, 2016

080316 planadviserdash

August 1st, 2016

080216 planadviserdash

July 29th, 2016

072916 PLANADVISERweekend

July 22nd, 2016

072516 planadviserdash

July 22nd, 2016

072216 PLANADVISERweekend

July 20th, 2016

072116 planadviserdash

July 19th, 2016

072016 planadviserdash

July 18th, 2016

071916 planadviserdash

July 15th, 2016

071816 DASH

July 15th, 2016

071516 PLANADVISERweekend

July 14th, 2016

071516 planadviserdash

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Friday, the Dow ever so barely inched upward by 3.33 points (0.01%) to reach 28,135.38, the NASDAQ was up by 17.56 points (0.20%) for a 8,734.88 close, and the S&P 500 ticked upwards by 0.23 points (0.01%) to 3,168.80. The Russell 2000 was down by 6.84 points (0.42%) to finish at 1,637.98, and the Wilshire 5000 was almost imperceptibly down by 17.53 points (0.05%) to end at 32,241.34. The price of the 10-year Treasury note was up by 29/32, pushing its yield down to 1.820%, and the price of the 30-year Treasury bond was down by 14/32, increasing its yield to 2.251%.

WEEK’S WORTH: For the week ended December 13, the Dow was up by 0.43%, the S&P 500 gained 0.73%, and the NASDAQ was up by 0.91%. The Russell 2000 was up by 0.25%, and the Wilshire 5000 gained 0.63%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
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.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.