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Weekday news and analysis for retirement plan advisers
Wednesday, June 23, 2021
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Data & Research
Special Report: The State of DCIO
DCIO exists because of two competing value propositions. A recordkeeper wants to capture as much revenue as possible and, when sponsors place its proprietary funds on their plan menu, can offer concessions on recordkeeping fees. 
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Compliance
PSNC 2021: Washington Update: Your Regulatory and Legislative Questions Answered
ERISA attorneys and retirement policy experts list and speak on the most asked-about regulations for 2021. 
Today’s Most Read
1. Advisers Giving Back: Jeff Acheson
2. Empower Finalizes Prudential Retirement Business Integration
3. Fiduciary Rule Lawsuit Leans on Prior Court Rebuttal
Caution Needed Regarding Rollovers
Many recommendations may now be investment advice.
Sponsored by T. Rowe Price
Retirement. Meet Your Match.
Get to know T. Rowe Price’s full suite of Target Date Solutions. Help your clients retire their way. 
The Promise of Sustainable Investing
Getting past misconceptions to help advisers and their clients leverage ESG.
Wealth Transfers on the Horizon
Emerging affluent investors may reshape some advisory shops.
Market Mirror Market Mirror Graph

Tuesday, the Dow was up 68.61 points (0.20%), to end at 33,945.58, the NASDAQ climbed 111.79 points (0.79%) to reach 14,253.27, and the S&P 500 gained 21.65 points (0.51%) to close at 4,246.44.

The Russell 2000 inched upwards by 9.85 points (0.43%) to 2,295.95, and the Wilshire 5000 took on 236.22 points (0.53%) to reach 44,595.42. The price of the 10-year Treasury bond was up 3/32, lowering its yield to 1.470%, and the price of the 30-year Treasury bond was up 26/32, lowering its yield to 2.099%.

Industry Intel Roundup Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers 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.
Keep up to date with PLANADVISER’s Industry Intelligence
Stay ahead of industry news and trends by checking this page regularly for the latest sponsored white papers.
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