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Weekday news and analysis for retirement plan advisers
Monday, August 23, 2021
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Practice Management
A Timely Discussion With the CFP Board
Kim Hayes, who serves as a director for the CFP Board, talked with PLANADVISER about adviser industry turnover, the need to improve diversity and the opportunities afforded by professional certifications.
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Benefits for an Uncommon Group
The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial planning and with saving for retirement.
Today’s Most Read
1. It’s Time We Stopped Evaluating Managed Accounts from 2006
2. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
3. Empower Reports Year-Over-Year Growth in Workplace, Wealth
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
Facing Challenges, Seizing Opportunities

Join us for a four-day live learning event crafted specifically for retirement plan advisers and designed to meet the moment. Attendees can earn continuing education (CE) credits* while engaging with leading experts in the retirement plan industry.

Virtual Event

Sept. 27 – 30

Baptist Health South Florida Faces ERISA Excessive Fee Suit
The claims are typical of excessive fee suits, but the plaintiffs also cite language from the 403(b) plan's investment policy statement and say plan fiduciaries didn't follow it.
Snappy Kraken Launches ‘Convos’ Texting Service
The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.
Market Mirror Market Mirror Graph

Friday, the Dow gained 225.96 points (0.65%) to finish at 35,120.08, the Nasdaq closed 172.88 points (1.19%) higher at 14,714.66, and the S&P 500 increased 35.87 points (0.81%) to 4,441.67. The Russell 2000 was up 35.18 points (1.65%) at 2,167.60, and the Wilshire 5000 climbed 410.81 points (0.90%) to 45,908.47.

The price of the 10-year Treasury note decreased 23/32, bringing its yield up to 1.261%. The price of the 30-year Treasury bond was up 1/32, decreasing its yield to 1.873%.

For the week ending August 20, the Dow lost 1.11%, the Nasdaq decreased 0.73%, and the S&P 500 was down 0.59%. The Russell 2000 fell 2.50%, and the Wilshire 5000 finished 1.01% lower.

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