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Weekday news and analysis for retirement plan advisers
Friday, March 18, 2022
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M&A Update: Pensionmark Acquired by World Insurance Associates
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.
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Advisers Can Integrate Clients’ Self-Directed Retirement Accounts
A partnership between a financial technology company and registered investment adviser can integrate clients’ retirement assets into their practice.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
A Share of the Wealth
Each employee gains with an ESOP or a KSOP—how to transform a client’s plan.
Life Happens
When participants have no choice but to draw from their retirement plan.
An Objectivity Lesson
The more objective the presentation, the less likely it will seem like advice.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 417.66 points (1.23%) to finish at 34,480.76, the Nasdaq closed 178.23 points (1.33%) higher at 13,614.78, and the S&P 500 increased 53.81 points (1.23%) to 4,411.67. The Russell 2000 was up 34.30 points (1.69%) at 2,065.02, and the Wilshire 5000 climbed 621.82 points (1.42%) to 44,427.40.

The price of the 10-year Treasury note was unchanged, with its yield at 2.196%. The price of the 30-year Treasury bond was down 5/32, increasing its yield to 2.484%.

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