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Weekday news and analysis for retirement plan advisers
Friday, June 03, 2022
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Practice Management
Building Practice Culture: Showing You Care
One adviser practice leader emphasizes the importance of being kind to people that normally get ignored by practice leadership, whether that is support staff or junior advisers. And it is critical that the effort is genuine.
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Data & Research
Latest Social Security Solvency Update Sees 2035 Depletion Date
The combined asset reserves of the Old-Age and Survivors Insurance and Disability Trust Funds are projected to become depleted in 2035, which is one year later than projected last year.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
3. A Reminder to Avoid Fraudulent Hardship Withdrawals
An M&A Update for the Second Quarter
Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number of deals during the remainder of this year.
Investment Product and Service Launches
Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.
How Plan Sponsors Feel About Financial Advisers
For plan sponsors, having dedicated financial advisers to help with investment oversight brings added peace of mind, a survey says.
How ESG Investing Is Regulated Globally: Rules vs. Principles
A major new report published by ISS ESG suggests regulation remains a major driver of the growth of responsible investment around the world, although it is important that governments are not so prescriptive as to stifle innovation.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 435.28 points (1.33%) to 33,248.28, the Nasdaq jumped 322.44 points (2.69%) to close at 12,316.90, and the S&P 500 increased 75.59 points (1.84%) to 4,176.82. The Russell 2000 was up 42.85 points (2.31%) to 1,897.67, and the Wilshire 5000 increased 837.61 points (2.05%) to 41,617.86.

The price of the 10-year Treasury note increased 1/32 bringing its yield down to 2.903%. The price of the 30-year Treasury bond decreased 2/32 bringing its yield up to 3.074%.

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