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Weekday news and analysis for retirement plan advisers
Friday, January 07, 2022
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Practice Management
SageView Reveals Channel Financial Acquisition
The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes of SageView, NFP and Hub International.  
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Data & Research
Hub International Acquires Another Top 100 Advisory Shop
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation in 2022.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Retirement Advisers Increasingly Want PEP Option in Toolbox
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
Plaintiffs Refile ERISA Lawsuit, Adding Adviser to Defendant List
The plaintiffs in an ERISA fiduciary breach lawsuit known as Fleming v. Rollins Inc. have refiled their complaint in federal court, this time also proposing claims against multiple financial advisory firms that serve their retirement plan.
Investment Product and Service Launches
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
New York State Fines Pacific Life for PRT Violations
The company was penalized for violating state law by conducting an unlicensed insurance business.  
Market Mirror Market Mirror Graph

Thursday, the Dow lost 170.64 points (0.47%) to finish at 36,236.47, the Nasdaq closed 19.31 points (0.13%) lower at 15,080.87, and the S&P 500 decreased 4.53 points (0.10%) to 4,696.05. The Russell 2000 climbed 12.37 points (0.56%) to 2,206.37, and the Wilshire 5000 was up 8.19 points (0.02%) at 47,542.79.

The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 1.729%. The price of the 30-year Treasury bond increased 26/32, bringing its yield down to 2.086%.

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