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Wednesday, December 01, 2021
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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. Ascensus to Acquire Vanguard’s Individual 401(k) Business
2. Victory to Acquire Amundi’s $104B U.S. Division
3. Rebutting 7 Retirement Income Concerns
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%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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