| Why LinkedIn Premium Reigns Supreme for Financial Advisers |
| Putnam executives Mark McKenna and Rene Taber explain why LinkedIn has emerged as the social media platform of choice for financial advisers—and why many advisers are now paying for LinkedIn’s premium features.
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| Why to Consider Minority Stake PE Investments |
| Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next?
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| COVID-19: Changing Portfolio Management Forever |
| In a preview of our upcoming print edition, three large target-date fund managers weigh in on the current market—and what comes next.
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| Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals |
| Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
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| The Financial Services Industry Can Help Tackle Economic Inequality |
| Each U.S. household in the bottom half of the wealth distribution has only $20,000 of net worth, on average, a figure that represents less than 0.1% of those at the very top. Helping more people to own homes and to invest even modestly in the stock market are seen as critical steps to closing that gap.
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| First Time Advising in a Bear Market? |
| It’s easy to tell clients their accounts have grown by leaps and bounds, but helping them calmly navigate a severe and sustained market downturn is another matter.
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| Blockchain and AI’s Role in Retirement Planning |
| Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope to use artificial intelligence to scale up personalized services.
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| Estate Plan Essentials |
| What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?
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| Market Mirror |
| Wednesday, the Dow closed 73.89 points (0.24%) higher at 30,409.56, the NASDAQ increased 19.78 points (0.15%) to 12,870.00, and the S&P 500 was up 5.00 points (0.13%) at 3,732.04. The Russell 2000 fell 23.96 points (1.20%) to 1,979.99, and the Wilshire 5000 gained 100.65 points (0.26%) to finish at 39,301.25.
The price of the 10-year Treasury note was up 1/32, decreasing its yield to 0.926%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 1.661%.
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