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Weekday news and analysis for retirement plan advisers
Thursday, March 16, 2023
Exclusives | Awards | Research | Events
Data & Research
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost. 
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Deals & People
Practice Management
Client Service
Data & Research
SEC Reopens Comment Period for Proposed Cybersecurity Rules
The rules from the February 2022 proposal include new recordkeeping requirements, and industry actors requested more time to review them.
Today’s Most Read
1. 2023 PLANADVISER Top Retirement Plan Advisers
2. 2023 PLANADVISER Top Retirement Plan Advisers
3. Why 529 Education Savings Plans Are More Valuable Than Ever
LinkedIn Will Pay Out $6.75 Million for 401(k) Participant Complaint
The firm was hit with a complaint for allegedly keeping a Fidelity fund without moving to options that were less expensive for investors.
Adviser Product Partnerships
Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS joins with Athletes Soul to support retiring athletes.
Don’t Miss the “State of the Industry” With the DOL 
The PLANSPONSOR National Conference offers a rare chance for plan sponsors and advisers to hear directly from the head of the agency responsible for enforcing the provisions of ERISA! Lisa M. Gomez, the assistant Secretary of Labor for the DOL’s Employee Benefits Security Administration, will discuss recent developments in the retirement plan industry, what’s in flux and what the future might hold.  
Market Mirror Market Mirror Graph

Wednesday, the Dow decreased 280.83 points (0.87%) to close at 31,874.57, the Nasdaq increased 5.90 points (0.05%) to close at 11,434.05 and the S&P 500 decreased 27.36 points (0.70%) to close at 3,891.93. The Russell 2000 lost 30.95 points (1.74%) to close at 1,745.94 and the Wilshire 5000 lost 305.42 points (0.79%) to close at 38,592.37.

The price of the 10-year Treasury note decreased 5/32, bringing the yield to 3.466%. The price of the 30-year Treasury bond decreased 4/32, bringing the yield to 3.647%.

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