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 > MOST READ ARTICLES

Reharvesting 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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