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Weekday news and analysis for retirement plan advisers
Thursday, June 03, 2021
Exclusives | Awards | Research | Events
Some Expect Biden to Advance Another Fiduciary Rule
Industry experts reflect on what President Joe Biden has done in his first months in office with respect to retirement plans and what they still see coming down the road from his administration.
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Deals & People
Practice Management
Client Service
Data & Research
Financial Wellness Is Really About Financial Priorities
Retirement industry researchers say the pandemic will have a lasting impact on the way people rank and pursue their financial priorities, influencing their vision of ‘financial wellness’ and redefining what success with money really means.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. A Reminder to Avoid Fraudulent Hardship Withdrawals
3. Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Sponsored by Invesco
Watch Your Language: Rethinking How We Communicate With Participants
Learn more from our three key insights on how to communicate with participants.
2021 Practice Progress Series
Upcoming Webinar: DCIO Evolution

Join us Thursday June 8 at 2 p.m. EST as we discuss the past, present and future of the defined contribution investment only (DCIO) marketplace.

M&A Update: Fiduciary Plan Advisors Acquired by OneDigital
As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.
LPL and SmartAsset Partner in Vendor Affinity Program
LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
Enhancing Emergency and Retirement Savings Act Unveiled
The bill would encourage retirement plan participation by giving people penalty-free access to funds in the event of an emergency.
SEC to Revisit Proxy Rule Amendments
The agency will address criticism that the changes make advisers’ roles in proxy voting more cumbersome.
Epstein Financial Group Latest to Join Hub International
The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.
Vestwell and Bambu Team Up on Participant Advice
The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.
Market Mirror Market Mirror Graph

Wednesday, the Dow ticked upwards by 25.07 points (0.07%) to reach 34,600.38, the NASDAQ inched up by 19.85 points (0.14%) for a 13,756.33 close, and the S&P 500 took on 6.08 additional points (0.14%) to end at 4,208.12. The Russell 2000 was up 3.09 points (0.13%) to 2,297.83, and the Wilshire 5000 gained 73.04 points (0.17%) to reach 44,088.50. The price of the 10-year Treasury note was up 2/32, lowering its yield to 1.588%, and the price of the 30-year Treasury bond was up 25/32, lowering its yield to 2.274%. 

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