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Weekday news and analysis for retirement plan advisers
Thursday, February 02, 2023
Exclusives | Awards | Research | Events
Practice Management
Many Providers Are Prioritizing Participant Financial Advice in 2023
PA-020123-Advisor Financial Wellness Push in 23-1327277708-web
Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach participants.
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Deals & People
Practice Management
Client Service
Data & Research
House Passes Financial Exploitation Prevention Act to Safeguard Seniors from Fraud
The bill would permit open-ended investment companies and transfer agents to delay redemption of securities if they suspect financial exploitation of account holders who are aged 65 or older or disabled.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Adviser Product Partnerships
FLX picks Broadridge for asset management distribution platform; Hub partners with employee recognition company Blueboard; more than 100 financial firms join CFA’s code to further DEI; and more.
Strategic Moves
Joining a ‘conglomerate’ firm doesn’t always aid succession planning.
Enter Now for PLANADVISER’s 2023 Top Retirement Plan Advisers List
Please enter your nomination for the 2023 PLANADVISER Top Retirement Plan Advisers of the year! The top designations are based on quantitative measures such as the most plans and assets under advisement. This year’s entry form can be viewed here. You may submit your entry hereThe deadline for entries is February 10.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 205.57 points (0.61%) to close at 33,949.41, the Nasdaq gained 199.06 points (1.76%) to close at 11,512.41 and the S&P 500 gained 44.21 points (1.10%) to close at 4,060.43. The Russell 2000 increased 12.75 points (0.67%) to close at 1,903.06 and the Wilshire 5000 increased 437.51 points (1.09%) to close at 40,483.71.

The price of the 10-year Treasury note increased 1/32, bringing the yield to 3.496%. The price of the 30-year Treasury bond was unchanged, bringing the yield to 3.641%.

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