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Weekday news and analysis for retirement plan advisers
Monday, January 30, 2023
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Practice Management
CFP Restructures To Boost Diversity in Financial Advisement
The CFP Board is creating a new entity to advance financial planning as a career; separately, Broadridge’s Fi360 is funding 100 investing certifications for women and people of color.
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Data & Research
States’ Suit Could Delay DOL Rule on ESG Investing
Rule to permit ESG considerations is due to take effect on Monday, but a federal lawsuit aims to derail it.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
Retirement Industry People Moves
Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech president to lead launch of new banking and investing app; and more.
Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes
Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
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.

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

Friday, the Dow gained 28.67 points (0.08%) to close at 33,978.08, the Nasdaq gained 109.30 points (0.95%) to close at 11,621.71 and the S&P 500 increased 10.13 points (0.25%) to close at 4,070.56. The Russell 2000 gained 8.39 points (0.44%) to close at 1,911.46 and the Wilshire 5000 increased 154.53 points (0.38%) to close at 40,638.24.

The price of the 10-year Treasury note increased 1/32, bringing the yield to 3.512%. The price of the 30-year Treasury bond was unchanged, bringing the yield to 3.621%.

For the week ending January 27, the Dow gained 1.81%, the Nasdaq increased 4.32% and the S&P 500 gained 2.47%. The Russell 2000 gained 2.36% and the Wilshire 5000 finished 2.66% higher.

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