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Weekday news and analysis for retirement plan advisers
Friday, July 02, 2021
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Practice Management
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth consecutive year.
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Compliance
Public Student Loan Forgiveness Program Available to More Employees
Nonprofits that are affiliated with religious organizations should be informed of new regulations.
Today’s Most Read
1. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. DOL Announces Anticipated ESG Fiduciary Investing Rule
3. Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Riskalyze Introduces Best Interest Proposal Assessment
The firm says it will provide advisers with the documentation they need to prove they are following regulations, including new rules with client rollovers.
Investment Product and Service Launches
Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed accounts and cash balance plan to solutions for small businesses.
Producers Beware: More States Adopt NAIC Annuity Suitability Framework
Earlier this month, Alabama became the 13th state to adopt enhanced consumer protections for purchasers of annuities, based on a framework put forward by the National Association of Insurance Commissioners.
Calling SEP IRA, SIMPLE IRA, and Solo 401(k) Administrators!
Contact the PLANSPONSOR/PLANADVISER Research and Surveys team to learn more about how to be included in our 2021 Small Plan Services Guide.
Market Mirror Market Mirror Graph

Thursday, the Dow increased 131.02 points (0.38%) to 34,633.53, the Nasdaq was up 18.42 points (0.13%) at 14,522.38, and the S&P 500 gained 22.44 points (0.52%) to finish at 4,319.94. The Russell 2000 climbed 18.80 points (0.81%) to 2,329.34, and the Wilshire 5000 closed 199.90 points (0.44%) higher at 45,313.76.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.458%. The price of the 30-year Treasury bond increased 5/32, bringing its yield down to 2.070%.

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