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Weekday news and analysis for retirement plan advisers
Thursday, April 28, 2022
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INVESTING
Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.
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Compliance
Best Interest Reasons for a Rollover
PTE-2020-2 allows for circumstances that outweigh an IRA’s costs.
Today’s Most Read
1. LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules
2. Charles Schwab CEO Walt Bettinger to Retire
3. DC Plan Experts See Slow, Steady Progress in Plan Personalization
Connectivity
Retirement plan specialists are acquiring wealth management firms.
Is It Time to Let Go?
Working with unprofitable clients can be a challenge.
The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
The aim of expanding the training to include more people skills is to help advisers align more closely with their clients’ goals.
Market Mirror Market Mirror Graph

Wednesday, the Dow was up 61.75 points (0.19%) to close at 33,301.93, the Nasdaq fell 1.81 points (0.01%) to 12,488.93, and the S&P 500 increased 8.76 points (0.21%) to close at 4,183.96. The Russell 2000 was down 6.44 points (0.34%) to 1,884.04, and the Wilshire 5000 increased 40.02 points (0.10%) to 41,857.39.

The price of the 10-year Treasury note decreased 30/32 increasing its yield to 2.831%. The price of the 30-year Treasury bond was down 1 28/32 bringing its yield up to 2.916%.
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