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Wednesday, April 07, 2021
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Practice Management
When a 'JumpStart' Is Needed
Some advisers are working to redefine what the typical entrance into the brokerage and advisory world looks like, shifting the focus away from sales quotas and business development and toward a more holistic, humanistic way of doing business. 
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Bellwether IBM Stock Drop ERISA Lawsuit Settlement Published
The case history of IBM v. Jander shows the importance, but also the limitations, of Supreme Court rulings in fiduciary breach cases involving ERISA.
Today’s Most Read
1. DOL Issues Final Retirement Security Rule
2. Surprising Retirement Considerations
3. FTC Votes Through Noncompete Rule
Upcoming Webinar: ESG and ERISA Plans
We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
A New Telling of the Story of Persistent Inequality
The interest rate regime embraced to combat strong inflation of the mid-1970s and early 1980s has had unintended consequences—including the development of historic levels of wealth inequality. Yakov Feygin says there’s a lot that can be done to turn things around.
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first.
Market Mirror Market Mirror Graph

Tuesday, the Dow closed 96.95 points (0.29%) lower at 33,430.24, the Nasdaq was down 7.21 points (0.05%) at 13,698.38, and the S&P 500 decreased 3.97 points (0.10%) to 4,073.94. The Russell 2000 climbed 63.36 points (2.89%) to 2,259.15, and the Wilshire 5000 was up 9.84 points (0.02%) at 42,815.64.

The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.654%. The price of the 30-year Treasury bond climbed 28/32, decreasing its yield to 2.320%.
Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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