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Weekday news and analysis for retirement plan advisers
Tuesday, December 13, 2022
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Investment Advisers Seek Talent Amid Staff Shortage
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Investment advisers are prioritizing talent acquisition and retention due to client growth and strong business performance, according to Charles Schwab.
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SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push
SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.
Today’s Most Read
1. Delta Taps Fidelity to Run New Emergency Savings Program
2. SECURE 2.0 Error Threatens Catch-Up Contributions, but Meaning Is Clear
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Expert Consensus: SECURE 2.0 May or May Not Pass
Passage of the final bill depends on whether Congress can pass an annual budget.
New Modifications Released for Forms 5500 and 5500-SF
The document changes were the same for administrative penalties, but also contained differences.
2023 Retirement Plan Adviser of the Year Nominations Are Open
Do you work with or know of a great plan adviser or plan adviser team? Nominate them today for our 2023 Plan Adviser of the Year awards.
Market Mirror Market Mirror Graph

Monday, the Dow gained 528.58 points (1.58%) to close at (34,005.04), the Nasdaq gained 139.12 points (1.26%) to close at 11,143.74 and the S&P 500 increased 56.18 points (1.43%) to close at 3,990.56. The Russell 2000 increased 21.95 points (1.22%) to close at 1,818.61 and the Wilshire 5000 gained 556.98 points (1.43%) to close at 39,568.94.   

The price of the 10-year Treasury note decreased 3/32, bringing the yield up to 3.614%. The price of the 30-year Treasury bond decreased 24/32, bringing the yield up to 3.575%.

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