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July 28th, 2020 |
| Advisers as Advocates for Systemic Change“We must find middle ground and, in my view, the adviser, broker and asset management community has an important role to play. We have a responsibility to do something and an opportunity to make a big impact—to actually make a difference.”
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Employees More Focused on Financial Planning Related to Life Events |
Employees surveyed said their ideas and feeling about money varied greatly throughout each life stage, and 40% identified more with others who are going through similar life events than those in defined generations.
Read more > | | Evaluating Reg BI Compliance | Firms should not assume that they can stop working on their compliance policies and procedures after June 30. The OCIE will look to see which firms “make such modifications as may be necessary and appropriate, in light of information gained from the implementation process and other facts and circumstances.”
Read more > | | Transamerica Offers Suite of Health Savings, Spending Accounts |
The offerings include an HSA, HRA and FSA.
Read more > | | Market Mirror | Yesterday, the Dow was up 114.88 points (0.43%) at 26,584.77, the NASDAQ climbed 173.09 points (1.67%) to 10,536.27, and the S&P 500 increased 23.78 points (0.74%) to 3,239.41. The Russell 2000 gained 17.10 points (1.16%) to finish at 1,484.65, and the Wilshire 5000 closed 283.10 points (0.86%) higher at 33,086.38.
The price of the 10-year Treasury note was down 2/32, increasing its yield to 0.607%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 1.254%.
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