April 3rd, 2018

Most Advisers Marketing on Social Media Say They Have Won New Clients Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the real impact social media use has on the quality of client relationships, and by extension, business performance. Read more > NYU Moves to Limit Evidence Used in Trial Over 403(b) Plans In its motion, NYU asks that a federal district court judge issue an order “precluding from trial … any testimony, evidence, or arguments concerning claims that were previously dismissed by the court in its August 25, 2017, opinion.” Read more > Individual Account Retirement Plans the Dominant Source of Retirement Income EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher levels of net worth than those families without them. Read more > Analysis Offers Perspective for Long-Term 401(k) Investing EBRI’s longer-term 401(k) account balance statistics offer hope for participants to help them withstand market volatility. Read more > MOST READ ARTICLES

Sponsored message from Voya Financial Industry Trends - Consolidation, Technology and Client Solutions. A discussion with Bill Harmon, President of Retirement Corporate Markets, Voya Financial. Read more > Advisers Expect Increased Demand in ESG Already, 18% offer socially conscious funds in their practice Read more > Divorce a Retirement Roadblock Clients and advisers alike often also overlook the possibility of losing a spouse Read more > Market Mirror Yesterday, the Dow was down 458.92 points (1.90%) at 23,644.19, the NASDAQ fell 193.33 points (2.74%) to 6,870.12, and the S&P 500 decreased 58.99 points (2.23%) to 2,581.88. The Russell 2000 lost 36.90 points (2.41%) to close at 1,492.53, and the Wilshire 5000 closed 616.41 points (2.25%) lower at 26,794.31.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.741%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.972%.

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