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Weekday news and analysis for retirement plan advisers
Wednesday, December 27, 2023
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Advisory M&A News - 12/26/23
Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services adds Mooshi Wealth Planning & Management.
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Editor's Note
During this holiday week, we are sharing some of the best of PLANADVISER from 2023. Today, we highlight insights and opinions shared throughout the year by contributors.
Today’s Most Read
1. Nearly Half of Retirees Have No Formal Decumulation Strategy
2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO
3. 401(k)s and the Courts in 2025
A Three-Step Plan for Employers to Encourage Financial Wellness
For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action to help improve financial wellness.
How to Leverage SECURE 2.0 to Improve Participant Outcomes
Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director of institutional investing.
Breaking Barriers: Reimagining How to Attract, Retain Women in Finance
It’s a well-known and widely discussed fact: Women are significantly underrepresented in the financial adviser community. How can we change that?
Are You Ready for Class Action Health Care Plan Fee Litigation?
Joanne Roskey, a former DOL solicitor and current ERISA attorney, discusses how to prepare for the likely wave of litigation coming for health care plan fiduciaries and service providers—similar to what happened in the retirement plan space.
Market Mirror Market Mirror Graph

Tuesday, the Dow rose 159.36 points (0.43%) to close at 37,545.33, the Nasdaq rose 81.60 points (0.54%) to close at 15,074.57 and the S&P 500 rose 20.12 points (0.42%) to close at 4,774.75. The Russell 2000 gained 25.23 points (1.24%) to close at 2,059.19, and the FT Wilshire 5000 Index gained 237.20 points (0.49%) to close at 48,408.96.

The 10-year Treasury note decreased 1/32, bringing the yield to 3.905%. The 30-year Treasury bond was unchanged, bringing the yield to 4.050%.

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