Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 1st, 2017
Fiduciary Primer Quiz Reveals Knowledge, Process Shortcomings
Pavilion developed the quiz to gauge the knowledge of investment committee members and other professionals serving in fiduciary roles on ethics, conflict standards and fees. Read more >
Millennial Advisers Offer More Financial Planning Services Than Others
Cerulli says they are more receptive to comprehensive financial planning than Gen X or Boomer advisers. Read more >
Health Care Organizations Ramp Up Their Retirement Plans
With the health care industry facing many uncertainties, organizations are looking to attract top talent. Read more >
Investment Products and Services Launches
Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
The case for re-enrollment to improve participant outcomes Read more >
Onboarding Clients
How to make the transition seamless Read more >
Market Mirror
Thursday, the Dow climbed 331.67 points (1.39%) to 24,272.35, the NASDAQ closed 49.58 points (0.73%) higher at 6,873.97, and the S&P 500 was up 21.51 points (0.82%) at 2,647.58. The Russell 2000 increased by 1.84 points (0.12%) to 1,544.14, and the Wilshire 5000 gained 203.26 points (0.74%) to finish at 27,493.39.   The price of the 10-year Treasury note decreased 8/32, bringing its yield up to 2.419%. The price of the 30-year Treasury bond was down 6/32, increasing its yield to 2.834%.
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