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Weekday news and analysis for retirement plan advisers
Wednesday, July 13, 2022
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Upcoming Webinar: The Latest Managed Account Developments
The next edition of the 2022 PLANADVISER Practice Progress webinar series will delve into the most important questions about managed accounts. How are they built? How are they marketed and delivered? How can they impact firm operations and client outcomes?
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What It Takes to Prepare for Retirement
J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.
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?
Financial Advisers and the Great Resignation
Wealth management firms struggling to attract and retain talent are facing challenges stemming from disruptions related to technology and the pandemic, according to J.D. Power.
As it has grown, the DCIO landscape has been evolving, and broader industry trends such as mergers and acquisitions and fee compression have been playing out among both DCIO-only providers and recordkeepers.
Building Practice Culture: Showing You Care
As a practice leader within Morgan Stanley, Dan Becraft says it is a critical part of his job to help build a positive and inclusive workplace.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 192.51 points (0.62%) to 30,981.33 , the Nasdaq was down 107.87 points (0.95%) to close are 11,264.73 and the S&P 500 slipped 35.63 points (0.92%) to 3,818.80. The Russell 2000 decreased 3.83 points (0.22%) to 1,728.18 and the Wilshire 5000 lost 330.76 points (0.86%) to 37,994.70.

The price of the 10-year Treasury note increased 23/32 lowering its yield down to 2.977%. The price of the 30-year Treasury bond increased 3/32 lowering its yield down to 3.164%.

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