Planadviser Logo
Weekday news and analysis for retirement plan advisers
Tuesday, January 24, 2023
Exclusives | Awards | Research | Events
TDF Flows Jump 35%, but CITs Are Stealing Growth
Target-date funds were by far the top investment vehicle for retirement savers last year, but new research shows collective investment trust funds may be stealing flows.
News Feed Quick Links
Deals & People
Practice Management
Client Service
Data & Research
Delta Taps Fidelity to Run New Emergency Savings Program
Starting in January, Delta will give eligible employees up to $1,000 toward an emergency savings account if they complete a financial education program.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
TIAA Survey Suggests Women May Be Better at Predicting Life Expectancy
The research shows that most people don’t know average life expectancies, but women have a better handle on it than men.
Advisory M&A
OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more.
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 here. The deadline for entries is February 10.

You can see last year’s listing here.
Market Mirror Market Mirror Graph

Monday, the Dow gained 254.07 points (0.76%) to close at 33,629.56, the Nasdaq gained 223.98 points (2.01%) to close at 11,364.41 and the S&P 500 increased 47.20 points (1.19%) to close at 4,019.81. The Russell 2000 gained 23.43 points (1.25%) to close at 1,890.77 and the Wilshire 5000 gained 502.45 points (1.27%) to close at 40,088.38.   

The price of the 10-year Treasury note fell 25/32, bringing the yield to 3.521%. The price of the 30-year Treasury bond fell 28/32, bringing the yield to 3.683%.

Did someone forward you this newsletter?
Sign up here to get PLANADVISER Dash directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850