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Weekday news and analysis for retirement plan advisers
Friday, December 16, 2022
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Practice Management
Investment Adviser M&A Activity Expected to Mellow in ’23
PA-121522-MA Slowdown for RIAs-1369313108-web
Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.
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SEC Votes to Advance Trading Proposals
The four proposals aim to improve competition and transparency in securities trading.
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
Investment Service and Product Launches
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid alternative investment product; and more.
Talking Points: How Valued is the Gift of Stock?
Age plays a role in how much workers appreciate their employer awarding them equity in the company. Half of younger employees place minimal value on it. 
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

Thursday, the Dow decreased 764.13 points (2.25%) to close at 33,202.22, the Nasdaq decreased 360.36 points (3.23%) to 10,801.53 and the S&P 500 lost 99.57 points (2.49%) to close at 3,895.75. The Russell 2000 decreased 45.85 points (2.52%) to close at 1,774.61 and the Wilshire 5000 decreased 991.47 points (2.50%) to close at 38,627.55.   

The price of the 10-year Treasury note increased 3/32, bringing the yield down to 3.448%. The price of the 30-year Treasury bond increased 29/32, bringing the yield down to 3.499%. 

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