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Wednesday, December 01, 2021
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Data & Research
More Seek Adviser Help With Overall Financial Wellness
Calls to the EY Navigate Planner Line from Generation Z and Millennial employees far outpaced those from older age groups, by a ratio of more than 2 to 1. However, the number of cash and debt calls from Baby Boomers ages 57 to 66 saw the biggest percent increase, at 77% from pre-pandemic to pandemic.
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Creative Planning Acquires Dashboard Wealth Advisors
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
Today’s Most Read
1. It’s Time We Stopped Evaluating Managed Accounts from 2006
2. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
3. Empower Reports Year-Over-Year Growth in Workplace, Wealth
Sponsored by PGIM Investments
The Myth About Target Date Fund Participant Inertia
Are target date fund participants truly inactive, evenduring market volatility?
Practice Progress: Steps to Advance Diversity in the World of Finance
Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem. There are other strategies that work as well, including creating compensation frameworks that take into account the challenges of moving from a salary or hourly-based position to a job frequently involving commissions and potentially complex, incentive-based pay structures. This hourlong editorial webinar will examine these and other important topics meant to help advisers address the lack of diversity in the financial advisory field.
DOL Enforcements Result in $2.4B in Recoveries for Plans, Participants and Beneficiaries
An Employee Benefits Security Administration report offers insight on how the agency gets leads for its enforcement actions.
NFP and MoneyLion Expand Partnership
MoneyLion has integrated with NFP’s WellCents financial wellness solution, with the goal of offering more personalized financial services to employees.
Asset Managers Weigh In on DC Plan Investment Trends
They foresee growth in the use of CITs, retirement income products and ESG investments.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 652.22 points (1.86%) to finish at 34,483.72, the Nasdaq decreased 245.14 points (1.55%) to 15,537.69, and the S&P 500 fell 88.27 points (1.90%) to 4,567.00. The Russell 2000 closed 37.91 points (1.69%) lower at 2,204.07, and the Wilshire 5000 plunged 948.81 points (1.98%) to 46,936.07.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.448%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 1.801%.

March 21, 2024 SECURE 2.0 Now SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
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