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Weekday news and analysis for retirement plan advisers
Friday, July 01, 2022
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A Collective Effort
The role of centralized investment management teams within large registered investment adviser aggregators and benefit brokerages has been coming into sharper focus. Here are takeaways from discussions with three RIA aggregators about their firm-level investment approach.
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Ubiquity Adds 3(16) Services to Select 401(k) Products, Announces Partnership
Ubiquity says its new 3(16) services will allow it to take on heavily regulated fiduciary responsibility, while it will receive business referrals from Paycor to provide retirement benefit solutions.
Today’s Most Read
1. The New Vesting Schedule Debate
2. The Most ‘Outrageous’ ERISA Complaints Yet Filed?
3. Why Are Financial Services Firms Looking to Wealth Management Leaders?
Cryptocurrency in DC Plans
The DOL explains the digital investment products’ risks and challenges.
2022’s Asset and Wealth Management Landscape So Far
According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and wealth management deal volume has continued at a strong pace in the first half of 2022.
Strategies for Reining In Health Care Costs in Early Retirement
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
Advisers Giving Back: Attila Toth and Portfolio Evaluations
Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful.
Market Mirror Market Mirror Graph

Thursday, the Dow lost 253.88 points (0.82%) to 30,775.43, the Nasdaq fell 149.16 points (1.35%) to 11,028.74 and the S&P 500 dropped 33.45 points (0.88%) to 3,785.38. The Russell 2000 dropped 11.38 points (0.66%) to 1,707.99 and the Wilshire 5000 lost 365.21 points (0.96%) to 37,564.25.

The price of the 10-year Treasury note increased 7/32 bringing its yield down to 3.015%. The price of the 30-year Treasury bond increased 28/32 bringing its yield down to 3.181%.

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