Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 9th, 2019
Advisers Warming Slowly to Tech-Based Communications
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis. Read more >
Retirement Industry People Moves
Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and more. Read more >
Tactical Glide Paths
More TDF fund managers choose to deviate from a fund’s allocation. Read more >
Next Generation Producers
More advisers are in their 40s—and they are successful. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Inheritance Pathways Exist to Replace Stretch IRAs
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from MetLife Retirement & Income Solutions
Volatility needs a counterbalance.
The institutional expertise of MetLife Retirement & Income Solutions helps you navigate through the market’s constant shifts.   Read more >
Advisers as Teachers
How to guide anxious investors through rocky markets. Read more >
App Appeal
How to up the technology’s power to engage. Read more >
Market Mirror
Friday, the Dow surged by 337.27 points (1.22%) to reach 28,015.06, NASDAQ rose by 85.83 points (1.00%) to 8,656.53, and the S&P 500 gained 28.48 points (0.91%) for a 3,145.91 close. The Russell 2000 gained 19.00 points (1.18%) to finish at 1,633.84, and the Wilshire 5000 rose by 281.08 points (0.89%) to end at 32,039.01. The price of the 10-year Treasury note fell by 3/32, increasing its yield to 1.841%, and the price of the 30-year Treasury bond was off by 28/32, increasing its yield to 2.284%.   WEEK’S WORTH: For the week ended December 6, the Dow edged downward by 0.13%, the S&P 500 ticked upwards by 0.16%, and the NASDAQ was off by 0.10%. The Russell 2000 gained 0.57%, and the Wilshire 5000 ever so barely rose by 0.04%.
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