Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 5th, 2018
After ‘Perfect’ 2017, Bob Doll and Nuveen Equity Team Voice 2018 Optimism
“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another in the short term.” Read more >
Advisers Need to Find Balance With Investors’ Risk Aversion
Cerulli Associates says this is advisers’ biggest challenge. Read more >
FinTech Product Providers Hard At Work Programming Tax Cut Response
Changes to the tax code will impact retirement planning beyond individual and pass-through business taxation; investing support tools and tax management platforms trusted by advisers have to make their own adjustments. Read more >
Investment Products and Services Launches
State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource. Read more >
Zero/Zero Share Classes Hit $1.2t
74 investment managers now offer these funds Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Advising Women to Take More Risk
Female clients may need to change their investments Read more >
Singles Behind in Retirement Savings
Forty-four percent of single people are saving for retirement, compared to 63% of married people Read more >
Market Mirror
Thursday, the Dow climbed 152.45 points (0.61%) to 25,075.13, the NASDAQ was up 12.38 points (0.18%) at 7,077.92, and the S&P 500 gained 10.93 points (0.40%) to finish at 2,723.99. The Russell 2000 increased 3.15 points (0.20%) to 1,555.72, and the Wilshire 5000 closed 92.12 points (0.33%) higher at 28,273.22.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.452%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.785%.
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