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Weekday news and analysis for retirement plan advisers
Wednesday, August 25, 2021
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Data & Research
Investors Favor DEI Investments
A Morningstar report found that although survey participants strongly favored funds with high five-year returns, they preferred funds or asset managers with both strong financial metrics and high diversity, equity and inclusion (DEI) or gender equality scores.
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Proposals That Please
Make your responses to RFPs stand out above the rest.
Today’s Most Read
1. Franklin Templeton to Acquire Putnam for $925 Million
2. Human Interest Offers 3% Cash Back for New Retirement Savers
3. Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
Participant Misperceptions
Distinguishing myth from reality can be hard when it comes to DC plans.
Stadion Technology to Provide Personalized Managed Accounts for Franklin Templeton
Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.
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.
Market Mirror Market Mirror Graph

Tuesday, the Dow was up 30.55 points (0.09%) at 35,366.26, the Nasdaq gained 77.15 points (0.52%) to finish at 15,019.80, and the S&P 500 increased 6.70 points (0.15%) to 4,486.23. The Russell 2000 climbed 22.61 points (1.02%) to 2,230.91, and the Wilshire 5000 closed 181.65 points (0.39%) higher at 46,563.48.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.290%. The price of the 30-year Treasury bond decreased 32/32, bringing its yield up to 1.913%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by MFS Investment Management
Client Material: Consolidating Retirement Accounts
Advisors: Share this flyer with clients to help them understand the benefits of consolidating their retirement accounts.
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