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August 6th, 2020 |
 | DOL’s ESG Restrictions Prompt Head ScratchingBroad based demand is building among U.S. retirement plan investors for access to environmentally and socially responsible investments, leaving industry analysts wondering why new restrictions are being proposed by the Trump administration.
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| A Case for Both | | Given the low chances of success, how does an adviser select active funds to present for a committee’s consideration?
Read more > | | | Client Relationship Summary | | Form CRS must be delivered to a “retail investor.” There are two components to the definition of retail investor—that the investor: 1) must be a natural person or his/her legal representative, and 2) seeks to receive or receives services primarily for personal, family or household purposes.
Read more > | | | 15th Anniversary of RPAY: Barbara Delaney | | After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.
Read more > | | | Market Mirror | | Wednesday, the Dow was up by 373.05 points (1.39%) to reach 27,201.52, the NASDAQ climbed 57.23 points (0.52%) to finish at 10,998.40, and the S&P 500 gained 21.26 points (0.64%) for a 3,327.77 close. The Russell 2000 was up by 39.43 points (2.62%) to reach 1,546.24, and the Wilshire 5000 gained 253.24 points (0.75%) to reach 34,076.88.
The price of the 10-year Treasury note was down 25/32, increasing its yield to 0.544%, and the price of the 30-year Treasury bond was down 30/32, increasing its yield to 1.220%.
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