Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 31st, 2020

Giving Back: Lessons in Mentorship from Soraya Morris

Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read more >
Princeton ERISA Settlement Features $5.8M Price Tag
In addition to the payment into a settlement fund, Princeton has agreed to what the settlement agreement calls “therapeutic relief,” including a pledge to not raise fees.  Read more >
Practice Progress Webinar Series
Each month, the editors of PLANADVISER will bring together industry experts to discuss practice management, client service, compliance, investments and more. Read more >
Investment Product and Service Launches
WisdomTree builds ETF portfolios for fintech firms; SSGA adds new ESG ETF; and IM issues fee benchmarking solution.  Read more >
MOST READ ARTICLES
EvoShare’s Cash Back Savings Program Added to iJoin Platform
Cash back on spending can be contributed to a 401(k), 529 plan or HSA. Read more >
An Uptick in Customer Arbitration?
Litigation risks to understand during the COVID-19 crisis. Read more >
Market Mirror
Thursday, the Dow fell 225.92 points (0.85%) to 26,313.65, the NASDAQ gained 44.87 points (0.43%) to finish at 10,587.81, and the S&P 500 closed 12.22 points (0.38%) lower at 3,246.22. The Russell 2000 decreased 5.53 points (0.37%) to 1,495.10, and the Wilshire 5000 was down 110.34 points (0.33%) at 33,194.36.   The price of the 10-year Treasury note was up 2/32, decreasing its yield to 0.551%. The price of the 30-year Treasury bond increased 32/32, bringing its yield down to 1.199%.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2025 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850