March 20th, 2020

Annuity Challenges Remain Post-SECURE Act Everyone wants lifetime income products to be portable, but that doesn’t mean building such solutions will be easy. Read more > In Coronavirus Response, Merger and Acquisition Activity Slowed by DOJ The federal government will provide itself 30 additional days to review economically significant mergers and acquisitions—which include for example the purchase of TD Ameritrade by Charles Schwab. Read more > Opposition, and Support, Continue for Reg BI Former Congressmen Dodd and Frank join the legal challenge, while the financial and insurance communities largely stand behind the rule. Read more > 2020 PLANADVISER Micro Plan Survey Micro plans have much to gain from adviser help with fiduciary matters. Read more > MOST READ ARTICLES

Advisers Shine Light on CSR at Work Past Retirement Plan Advisers of the Year discuss corporate social responsibility. Read more > In Touch How advisers use social media for business development. Read more > Market Mirror Thursday, the Dow increased 188.27 points (0.95%) to 20,087.19, the NASDAQ gained 160.73 points (2.30%) to finish at 7,150.58, and the S&P 500 was up 11.29 points (0.47%) at 2,409.39. The Russell 2000 climbed 67.55 points (6.82%) to 1,058.72, and the Wilshire 5000 closed 334.79 points (1.41%) higher at 24,066.50.   The price of the 10-year Treasury note increased 25/32, bringing its yield down to 1.151%. The price of the 30-year Treasury bond decreased 25/32, bringing its yield up to 1.791%.

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