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Weekday news and analysis for retirement plan advisers
Monday, August 22, 2022
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Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
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Data & Research
In Evolving Industry, 3Nickels Embraces App-Based Planning Approach
The scalable advisory solution from GuidedChoice has two tiers—one free and the other paid—through which a client’s financial picture can be examined.
Today’s Most Read
1. Retirement Industry People Moves
2. Maryland’s State-Run Retirement Program Officially Launches
3. Judge Rules in Favor of Goldman Sachs in ERISA Suit
Marmon Holdings Faces Latest Capozzi Adler Complaint
As in many prior ERISA cases, the plaintiffs allege their DC plan fiduciaries breached their duties by failing to adequately review the plan’s investment portfolio and ensure reasonable recordkeeping fees.
Could ‘Buy Now, Pay Later’ Trend Weaken Savers’ Financial Wellness?
Some ‘buy now, pay later’ services promise no interest or fees and no impact on a consumer’s credit score—but that is only if the user lives up to all the terms and conditions.
SEC, CFTC Propose New Private Fund Industry Reporting Changes
Regulators cite the increased complexity of the private fund industry and rapid growth for need to amend confidential filing rules.
Retirement Industry People Moves

SEI names new family office and regulatory services leader; Security Benefit adds new financial institutions director; Creative Planning acquires Wipfli Financial Advisors; and more.

Market Mirror Market Mirror Graph

Friday, the Dow sagged 292.30 points (0.86%) to close at 33,706.74, the Nasdaq lost 260.13 points (2.01%) to 12,705.22 and the S&P 500 slipped 55.26 points (1.29%) to 4,228.48. The Russell 2000 decreased 43.39 points (2.17%) to close at 1,957.34 and the Wilshire 5000 dropped 624.11 points (1.46%) to 42,190.60.

The price of the 10-year Treasury note decreased 8/32 bringing the yield up to 2.977%. The price of the 30-year Treasury bond decreased 1 26/32 bringing the yield up to 3.217%.

For the week ending August 19, the Dow decreased 0.16%, the Nasdaq fell 2.62%, and the S&P 500 lost 1.20%. The Russell 2000 was down 2.94%, and the Wilshire 5000 finished 1.52% lower.

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