Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 23rd, 2021

The Inside Take: CAPTRUST’s Cammack Acquisition

With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished. Read more >
Many Ways to Mentor
Celebrating the good works of advisers who give back to their communities in personal ways. Read more >
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear. Read more >
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more >
2021 Practice Progress Series: Artificial Intelligence and Financial Advice
This hour long editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by technology experts in the advisory industry. Among the speakers will be Mike Sullivan, co-founder and chief growth officer at OneDigital. Join us March 9th! Read more >
MOST READ ARTICLES
1
‘Secure Act 2.0’ Likely to Become a Reality
2
RIA Aggregators Aim for Small-Plan Market Expansion
3
10th Circuit Affirms Great-West Fee Suit Dismissal
4
T. Rowe Price CEO Change Reflects Financial Industry Trends
5
Scrutinizing TDFs and Considering Balanced Funds
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first. Read more >
ESG Investing Under ERISA
DOL narrows focus in final rule to pecuniary factors. Read more >
Market Mirror
Yesterday, the Dow was up 27.37 points (0.09%) at 31,521.69, the Nasdaq fell 341.42 points (2.46%) to 13,533.05, and the S&P 500 closed 30.21 points (0.77%) lower at 3,876.50. The Russell 2000 decreased 15.62 points (0.69%) to 2,251.07, and the Wilshire 5000 lost 430.80 points (1.03%) to finish at 41,316.46.   The price of the 10-year Treasury note decreased 23/32, bringing its yield up to 1.359%. The price of the 30-year Treasury bond fell 1 1/32, increasing its yield to 2.184%.
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