February 26th, 2018

IRI Issues Retirement Security Blueprint The detailed report is aimed at expanding opportunities to save and increasing access to lifetime income products, among other efforts. Read more > Adviser Opportunities Abound in HSA Market Devenir finds HSA assets grew to an estimated $45.2 billion, spread across some 22 million accounts, at the end of 2017; as more account owners are investing their HSA dollars, the demand for advice is clear. Read more > Institutional Investors Had Diversified in Anticipation of Volatility Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey. Read more > Retirement Industry People Moves Advicent Expands Leadership Team with New CTO and VP; BPAS Adds External Wholesaler in South-Central Location; DCIAA Adds Senior-Level Positions for Retirement Research Center; and more. Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 2020 PLANADVISER National Conference 3 A New World and New Opportunities for Alpha 4 People of Color Report Limited Retirement Investments 5 CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors

Sponsored message from Principal HOW CAN YOU USE FEE LEVELIZATION TO GROW YOUR PRACTICE? Hear what advisors tell us—and put their insights to work for you. View our new study on how advisors talk about fee levelization.  Get the research > Read more > PLANADVISER Top 100 Retirement Plan Advisers These advisers have reached the top of their respective peer groups in terms of assets under management (AUA) or number of retirement plan clients, including defined contribution (DC), defined benefit (DB) and nonqualified plans. Read more > Advisers Expect Increased Demand in ESG Already, 18% offer socially conscious funds in their practice Read more > Market Mirror Friday, the Dow increased 347.51 points (1.39%) to 25,309.99, the NASDAQ climbed 127.30 points (1.77%) to 7,337.39, and the S&P 500 gained 43.34 points (1.60%) to finish at 2,747.30. The Russell 2000 was up 19.20 points (1.25%) at 1,549.19, and the Wilshire 5000 closed 429.80 points (1.54%) higher at 28,410.10.   The price of the 10-year Treasury note increased 14/32, bringing its yield down to 2.870%. The price of the 30-year Treasury bond climbed 29/32, decreasing its yield to 3.158%.   WEEK’S WORTH: For the week ending February 23, the Dow increased 0.36%, the NASDAQ climbed 1.35%, and the S&P 500 gained 0.55%. The Russell 2000 finished 0.37% higher, and the Wilshire 5000 was up 0.26%.

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