| 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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