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Weekday news and analysis for retirement plan advisers
Tuesday, April 11, 2023
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Strategies for Advisers to Approach Financial Literacy With Younger Workers
In honor of National Financial Literacy Month, PLANADVISER spoke with experts on how advisers can customize goals to fit the needs of younger workers.
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Advisory M&A
Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.
Today’s Most Read
1. Franklin Templeton to Acquire Putnam for $925 Million
2. Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
3. SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Retirement Now a “Transition” For Many Americans, According to Smart
One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Latest Decision in Hughes v. Northwestern Opens Door to More ERISA Litigation
In reviewing a 2022 case remanded by the Supreme Court, the 7th Circuit Court of Appeals allowed two of the plaintiffs’ three claims to continue at the District Court level.
Join Our Virtual HSA Conference on April 19-20
Gain a better understanding of health savings accounts, how to determine employees’ needs and how to evaluate the impact on the overall benefits spend. Join us April 19 – 20 for the virtual 2023 HSA Conference.
Market Mirror Market Mirror Graph

Monday, the Dow gained 101.23 points (0.30%) to close at 33,586.52, the Nasdaq fell 3.60 points (0.03%) to close at 12,084.36 and the S&P 500 rose 4.09 points (0.10%) to close at 4,109.11. The Russell 2000 increased 17.98 points (1.02%) to close at 1,772.44 and the Wilshire 5000 increased 89.23 points (0.22%) to close at 40,595.95.

The price of the 10-year Treasury note decreased 2/32, bringing the yield to 3.422%. The price of the 30-year Treasury bond decreased 23/32, bringing the yield to 3.635%. 

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