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Monday, December 04, 2023
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Wilshire: Personalized Investing Is Future of DC Plans
PA-120123-The Future of DC-Personalized Investing-1145573639-web
Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new investment advisory white paper.
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Report Outlines Policies That Could Support Social Security Bridge
A New School report includes the option of a policy or program that would incentivize collecting Social Security at age 70, not earlier.
Today’s Most Read
1. JPMorgan Faces 401(k) Forfeiture Lawsuit
2. Trump Names Acting Secretary for Department of Labor
3. TIAA and Nuveen's Target-Date Annuity Strategies Reach 1 Million Accounts
Retirement Industry People Moves - 12/1/23
Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions mid-market sales team.
The PLANADVISER Interview: John Longley, CEO, SageView
The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.
Special Coverage: Practice Management
Our 2023 monthly special series coverage wraps up with a core issue for advisers: practice management. The stories in this series consider ways of structuring a modern plan advisory, strategies to stay profitable, and how to bring in new clients.
Market Mirror Market Mirror Graph

Friday, the Dow rose 294.61 points (0.82%) to close at 36,245.50, the Nasdaq rose 78.81 points (0.55%) to close at 14,305.03 and the S&P 500 rose 26.83 points (0.59%) to close at 4,594.63. The Russell 2000 rose 53.62 points (2.96%) to close at 1,862.64, and the FT Wilshire 5000 Index rose 394.52 points (0.86%) to close at 46,295.42.

The 10-year Treasury note rose 32/32, bringing the yield to 4.205%. The 30-year Treasury bond rose 1 8/32, bringing the yield to 4.388%.

For the week ending December 1, the Dow rose 2.42%, the Nasdaq rose 0.38% and the S&P 500 rose 0.77%. The Russell 2000 rose 3.05%, and the FT Wilshire 5000 Index finished 1.18% higher.

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