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Weekday news and analysis for retirement plan advisers
Tuesday, July 19, 2022
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Practice Progress Webinar Series
TODAY'S WEBINAR: The Latest on Managed Accounts
Experts say this growth reflects a long-term industry trend away from commission-based brokerage offerings toward fee-based advisory offerings. While there are hurdles to greater adoption, many believe managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority.
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Data & Research
Maryland Medical System Lawsuit Clears Dismissal
The text of the ruling takes just 13 pages to note that the facts of the case, as pleaded, are sufficient in the eyes of the court to warrant a discovery process and potential trial.
Today’s Most Read
1. Creative Planning CIO Jim Williams Dies at 46
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. Investment Product & Service Launches
A Social Security Solvency Q&A
Joe Elsasser, Covisum’s founder and president, gives his view of the 2022 Social Security Board of Trustees solvency report.
401(k) Investors Had an Active Trading Month in June
The latest data from Alight Solutions shows five above-normal trading days in June.
A Capitol Hill Update With SSGA’s Melissa Kahn
The leader of State Street Global Advisors’ public policy work says there is significant momentum building in Congress behind another ambitious package of retirement reforms.
Market Mirror Market Mirror Graph

Monday, the Dow sagged 215.65 points (0.69%) to 31,072.61, the Nasdaq lost 92.37 points (0.81%) to close at 11,360.05 and the S&P 500 slipped 32.31 points (0.84%) to 3,830.85. The Russell 2000 lost 5.96 points (0.34%) to 1,738.42 and the Wilshire 5000 dropped 264.95 points (0.69%) to 38,146.36

The price of the 10-year Treasury note decreased 5/32 bringing its yield up to 2.981%. The price of the 30-year Treasury bond decreased 1 5/32 bringing its yield up to 3.159%.

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