March 1st, 2019

Advisers Find Outsourcing Key to Growing Practices Technology, investment management, and legal and compliance are the top three areas where advisory practices often turn to outside experts, according to Fidelity. Read more > Investment Product and Service Launches HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio. Read more > The 'Volatility' Conversation Advisers can help refocus participants on their respective time horizon Read more > Client Trust Pays Unexpected Dividends Advisers now often measure their value beyond investment savvy Read more > MOST READ ARTICLES

Climate Change and ESG The news drives interest in ESG, but the change to widespread adoption is slow Read more > ‘Reg BI’ and Dual Registrants Advisory and 12b-1 fees may not be combined Read more > Market Mirror Thursday, the Dow lost 69.16 points (0.27%) to finish at 25,916.00, the NASDAQ closed 21.98 points (0.29%) lower at 7532.53, and the S&P 500 decreased 7.89 points (0.28%) to 2,784.49. The Russell 2000 was down 5.50 points (0.35%) at 1,575.55, and the Wilshire 5000 fell 87.52 points (0.30%) to 28,903.20. The price of the 10-year Treasury note was down 10/32, increasing its yield to 2.720%. The price of the 30-year Treasury bond decreased 14/32, bringing its yield up to 3.088%.

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