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Weekday news and analysis for retirement plan advisers
Thursday, December 15, 2022
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Practice Management
When Merging Retirement Planning and Wealth Management, Participants Must ‘Come First’
PA-121422-Wealth-Management-Webinar-1303544328-web
As retirement planning and wealth management begin to overlap, a dividing line must be drawn between them for both business and compliance reasons, according to a panel of experts in PLANADVISER’s latest practice management webinar.
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Certified Financial Planner Board Issues Crypto Guidelines
The nonprofit warns financial planners that crypto-related assets “can be speculative and volatile.” 
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
Study: Women Say Competing Priorities Hinder Retirement Saving
Although women live longer than men, many retire earlier than planned and few can save enough to reach the income replacement levels as men in retirement.
Workers, Employers, Contributed to Retirement Plans at Record Rates
Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new data from the Plan Council of America show.
2023 Retirement Plan Adviser of the Year Nominations Are Open
We need your help recognizing the best advisers and adviser teams in the country. Nominations are now being accepted in six categories: Plan Sponsor Service; Plan Participant Service; Mentorship; Efforts in Diversity, Equity and Inclusion (DEI); Community Impact and Giving Back; and Closing the Coverage Gap. Self-nominations are not allowed, and nominations for the Plan Sponsor Service and Plan Participant Service categories can only come from plan sponsor clients. Nominations close January 15, so make your submission soon.  
Market Mirror Market Mirror Graph

Wednesday, the Dow decreased 142.29 points (0.42%) to close at 33,966.35, the Nasdaq decreased 85.93 points (0.76%) to close at 11,170.89 and the S&P 500 lost 24.33 points (0.61%) to close at 3,995.32. The Russell 2000 lost 11.91 points (0.65%) to end trading at 1,820.45 and the Wilshire 5000 decreased 232.85 points (0.58%) to close at 39,619.02.

The price of the 10-year Treasury note increased 2/32, bringing the yield down to 3.479%. The price of the 30-year Treasury bond was unchanged and the yield was unchanged at 3.536%. 

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