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Weekday news and analysis for retirement plan advisers
Thursday, July 28, 2022
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PANC 2022
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
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A Conversation With the SEC
From Regulation Best Interest and the SEC’s marketing rule to electronic disclosures, there’s so much going on at the Securities and Exchange Commission that retirement plan specialist advisers need to understand. Join us at the 2022 PLANADVISER National Conference September 12 where we’ll sit down with SEC staff, including from the Division of Trading and Markets, to discuss issues and rules that affect your business, and you can get your questions answered.
Today’s Most Read
1. House Committee Advances Bill to Vacate Retirement Security Rule
2. J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings
3. Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement
DOL Proposes Qualified Professional Asset Manager Exemption Changes
The Labor Department’s proposed amendment to a widely utilized prohibited transaction exemption is meant to ensure the exemption continues to protect plans, participants and beneficiaries.
Pandemic’s Wake Draws Emergency Savings Accounts Into Focus
The pandemic and its impact on the global workforce have underscored the importance of—and increased demand for—a backup plan for unexpected expenses.
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice Progress webinar.
Design and Stability
Evaluating the investment menu in inflationary times.
Market Mirror Market Mirror Graph

Wednesday, the Dow gained 436.05 points (1.37%) to close at 32,197.59, the Nasdaq boosted 469.85 points (4.06%) to 12,032.42 and the S&P 500 extended 102.27 points (2.61%) to close at 4,023.32. The Russell 2000 increased 45.02 points (2.49%) to 1,850.27 and the Wilshire 5000 accrued 1,060.27 points (2.72%) to 40,081.99.

The price of the 10-year Treasury note increased 2/32 bringing its yield down to 2.782%. The price of the 30-year Treasury bond decreased 29/32 bringing its yield up to 3.063%.

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