Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, July 06, 2022
Exclusives | Awards | Research | Events
Data & Research
2022 PLANADVISER DCIO Survey
The ongoing wave of consolidation has fundamentally altered the industry landscape.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
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.
Today’s Most Read
1. DOL Issues Final Retirement Security Rule
2. 69% of Pre-Retirees Say Retirement at 65 Is Not Possible
3. Moving Beyond One-Size Fits All Benefits
The Biggest Risks Americans Face in Retirement
A new Center for Retirement Research analysis identifies five major retirement risks, with the top three being longevity, market and health risks.
Pension Plans Among ESG’s Biggest Proponents
Major pension funds see sustainable investing as a fundamental element of investing rather than a potential drag on performance, according to a new Morningstar survey.
Strategies for Reining In Health Care Costs in Early Retirement
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
Market Mirror Market Mirror Graph

Tuesday, the Dow slipped 129.44 points (0.42%) to 30,967.82 , the Nasdaq increased 194.39 points (1.75%) to 11,322.24 and the S&P 500 gained 6.06 points (0.16%) to close at 3,831.39. The Russell 2000 climbed 13.57 points (0.79%) to 1,741.33  and the Wilshire 5000 extended 170.11 points (0.45%) to 38,167.88.

The price of the 10-year Treasury note increased 27/32 lowering its yield down to 2.831%. The price of the 30-year Treasury bond increased 30/32 lowering its yield down to 3.074%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 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 400, Rockville, MD 20850