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Weekday news and analysis for retirement plan advisers
Thursday, April 27, 2023
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Deals & People
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.
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Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Franklin Templeton to Acquire Putnam for $925 Million
3. Retirement Industry People Moves
Senate HELP Committee Advances Su’s Nomination on Partisan Lines
No floor vote has been scheduled for the confirmation of the acting Secretary of Labor, who faces Republican opposition.
Altruist Pitches Tech, Personalization to Advisers
According to the financial tech custodian’s head of investing, RIAs are shifting more into ‘holistic’ needs, including retirement saving. 
Disability-Affected Individuals Need Better Retirement Preparation 
Among disability-affected retirees, 61% said they did not save enough for retirement, and a new EBRI report lays out ways advisers can help.  
Market Mirror Market Mirror Graph

Wednesday, the Dow fell 228.96 points (0.68%) to close at 33,301.87, the Nasdaq fell 182.85 points (1.52%) to close 11,854.35 and the S&P 500 fell 15.64 points (0.38%) to close at 4,055.99. The Russell 2000 fell 15.54 points (0.89%) to close at 1,730.41 and the Wilshire 5000 lost 164.04 points (0.41%) to close at 39,993.13.

The 10-year Treasury note fell 4/32, bringing the yield to 3.450%. The 30-year Treasury bond fell 31/32, bringing the yield to 3.709%.

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