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Weekday news and analysis for retirement plan advisers
Tuesday, August 03, 2021
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The Promise of Sustainable Investing
‘When we first were putting together our early ESG trends reports—to simply look at the size of this field—much of our work was focused on equities. In the last six or seven years, though, more and more research is coming out to apply ESG criteria across all asset classes.’ 
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RIA Aggregators Aim for Small-Plan Market Expansion
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.
Today’s Most Read
1. Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
2. Northern Trust Accused of Fiduciary Breaches Related to AutoZone 401(k)
3. New Bill Aims to Solve for the Retirement Plan Coverage Gap
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T. Rowe Price CEO Change Reflects Financial Industry Trends
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
2021 Practice Progress Webinar Series
The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

Live webinar. 
2:00 p.m. EST 
Aug. 10, 2021

'Cautionary' Messaging Prompts More Participants to Engage With Plans
However, a study found giving participants a view of retirement readiness progress as well as giving them a view of a retirement readiness shortfall resulted in increased intent to take positive retirement savings actions.
Market Mirror Market Mirror Graph

Monday, the Dow lost 97.31 points (0.28%) to finish at 34,838.16, the Nasdaq closed 8.39 points (0.06%) higher at 14,681.07, and the S&P 500 decreased 8.10 points (0.18%) to 4,387.16. The Russell 2000 was down 10.75 points (0.48%) at 2,215.50, and the Wilshire 5000 fell 59.63 points (0.13%) to 45,648.37.

The price of the 10-year Treasury note was up 27/32, decreasing its yield to 1.170%. The price of the 30-year Treasury bond increased 1 23/32, bringing its yield down to 1.849%.

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