Planadviser Logo
Weekday news and analysis for retirement plan advisers
Friday, April 09, 2021
Exclusives | Awards | Research | Events
M&A Gets Off to a Flying Start
Major deals have already been announced, with the likes of SageView Advisory Group and Compass Financial Partners already having been acquired, and sources say there are more to come.
News Feed Quick Links
Deals & People
Practice Management
Client Service
Data & Research
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
Today’s Most Read
1. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2. 2023 Retirement Plan Adviser of the Year Finalists
3. Biden’s First Veto Keeps DOL’s ESG Rule in Place
FSI Expands Health Insurance Program for Independent Advisers
The offering is billed as a new and affordable way for independent financial advisers to obtain ACA-compliant medical health insurance for themselves, their licensed staff and their families.
Lessons in Building Talented Teams
In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance into this industry and helping others find their ‘why, who and how.’
Sponsored by FPS Group
Description:Discover Cost Effective Ways To Manage Uncashed Distribution Checks
The DOL is stepping up enforcement of missing participants and uncashed checks. FPS can help with easy IRA solutions that save money and reduce exposure. Learn more about this issue and how it impacts your plan with our free whitepaper.
Market Mirror Market Mirror Graph

Yesterday, the Dow climbed 373.98 points (1.13%) to 33,527.19, the Nasdaq gained 225.49 points (1.67%) to finish at 13,705.59, and the S&P 500 increased 58.04 points (1.44%) to 4,077.91. The Russell 2000 closed 69.09 points (3.15%) higher at 2,264.89, and the Wilshire 5000 rose 524.66 points (1.24%) to 42,805.63.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.707%. The price of the 30-year Treasury bond was unchanged, with its yield down to 2.358%.

Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850