Planadviser Logo
Weekday news and analysis for retirement plan advisers
Thursday, July 06, 2023
Exclusives | Awards | Research | Events
Products
PEP Growth Slows as Startups Fold
PA-070523-PEPs-Consolidation-1400090147-web
An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Financial Advisers Feeling Starved of Time with Clients, J.D. Power Reports
Additionally, one in five advisers said they were less than five years away from retirement.
Today’s Most Read
1. LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules
2. LPL’s Arnold Has Settlement Chance as Steinmeier Called Worthy Successor
3. Charles Schwab CEO Walt Bettinger to Retire
Adviser Product Partnerships
Crystal Capital teams with SS&C to ease alternative investment process; BridgeFT powers Yayati for more personalized investing applications; Nassau Financial Group announces collaboration with LifeYield.
J.P. Morgan Fined $4M for Recordkeeping and Outsourcing Failures
The SEC penalty addressed recordkeeping issues including the early deletion of 47 million emails.
Inside the Deal: What Makes Retirement and Wealth M&A Stick?
Aggregators discuss the importance of a robust onboarding protocol that ensures an acquired advisory is set up for continued growth.
Market Mirror Market Mirror Graph

Wednesday, the Dow fell 129.83 points (0.38%) to close at 34,288.64, the Nasdaq fell 25.12 points (0.18%) to close at 13,791.65 and the S&P 500 fell 8.77 points (0.20%) to close at 4,446.82. The Russell 2000 fell 23.87 points (1.26%) to close at 1,872.91 and the FT Wilshire 5000 Total Market Index fell 129.41 points (0.29%) to close at 44,826.43.

The price of the 10-year Treasury note fell 28/32, bringing the yield to 3.938%. The price of the 30-year Treasury bond fell 1 1/32, bringing the yield to 3.931%. 

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 300, Rockville, MD 20850