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Weekday news and analysis for retirement plan advisers
Wednesday, June 29, 2022
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An Update on the SEC’s Private Fund Rule
While the proposed private fund transparency rules don’t address the work of financial advisers as directly as some other outstanding proposals, they have the potential to shake up a growing sector of the financial markets.
Today’s Most Read
1. Creative Planning CIO Jim Williams Dies at 46
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. Investment Product & Service Launches
RIA in a Box Launches Continuing Education Program to Support NASAA Rule
The courses, approved by the North American Securities Administration Association, will provide investment advisory representatives with training on best compliance practices, investment products and ethics.
2022’s Asset and Wealth Management Landscape So Far
According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and wealth management deal volume has continued at a strong pace in the first half of 2022.
Cryptocurrency in DC Plans
The DOL explains the digital investment products’ risks and challenges.
Real Estate Fund Investments
An REOC lets asset managers avoid ERISA limits.
Market Mirror Market Mirror Graph

Tuesday, the Dow decreased 491.27 points (1.56%) to 30,946.99, the Nasdaq lost 343.01 points (2.98%) to 11,181.54, and the S&P 500 was down 78.56 points (2.01%) to 3,821.55. The Russell 2000 fell 32.90 points (1.86%) to 1,738.84, and the Wilshire 5000 decreased 794.50 points (2.05%) to 38,027.57.

The price of the 10-year Treasury note increased 2/32 bringing its yield down to 3.193%. The price of the 30-year Treasury bond increased 27/32 lowering its yield down to 3.292%.

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