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Wednesday, June 21, 2023
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Vanguard’s ESG Support Half That of BlackRock, State Street
PA-110322-ESG Adviser Focus-id1418613379
Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
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Advisory M&A
Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.
Today’s Most Read
1. How Plan Advisers Are Reacting to Trump Election Win
2. Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
3. Morningstar Researchers Weigh In on Hypothetical Federal Retirement Plan
House Reintroduces Bill Calling for Diversity Disclosure
SIFMA supports passage of the bill that would require publicly listed firms to disclose the gender, ethnic and racial composition of directors and senior executives.
Emotional Needs Outweigh Financial for People Working With FAs
People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new research from Morningstar.
Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options
In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the insured in-plan option.
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 245.25 points (0.72%) to close at 34,053.87, the Nasdaq fell 22.28 points (0.16%) to close at 13,667.29 and the S&P 500 fell 20.88 points (0.47%) to close at 4,388.71. The Russell 2000 fell 8.77 points (0.47%) to close at 1,866.70, and the FT Wilshire 5000 Total Market Index fell 220.30 points (0.50%) to close at 44,253.06.

The price of the 10-year Treasury note rose 26/32, bringing the yield to 3.723%. The price of the 30-year Treasury bond fell 1/32, bringing the yield to 3.814%.

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.
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.
Sponsored by Allianz Life Insurance | October 24, 2024
Portability in Practice: Navigating Guaranteed Lifetime Income Options
This webinar will explore the intricacies of portability as it relates to in-plan guaranteed lifetime income products, such as annuities. It will delve into participant preferences, product design considerations, and limitations that can impact true portability. It will also look at how portability impacts the participant experience and strategies that can be employed to maintain engagement throughout various scenarios. Join Jessica Drake, Head of Operations, Employer Markets and Troy Sande, Head of Integrations and Experience, Employer Markets at Allianz Life Insurance Company of North America (Allianz) to discover strategies that can be used to address these challenges and help ensure a seamless experience across the retirement ecosystem. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. This content does not apply in the state of New York. Allianz Life Insurance Company of North America is not affiliated with PLANADVISER Magazine. For institutional use only- not for use with the public.
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.
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.
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