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Weekday news and analysis for retirement plan advisers
Monday, May 16, 2022
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Deals & People
Retirement Industry People Moves
Smart hires group sustainability director; SageView adds government and public sector retirement plan expert; and Adviser Group adds business strategies and compliance expert.
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Deals & People
Practice Management
Client Service
Data & Research
The Evolving Nature of Debt Across Generations
Even if you take away the influence of debt, one researcher says, people are feeling substantial stress in preparing for retirement. Add debt to the picture, and stress can skyrocket.
Today’s Most Read
1. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. A Reminder to Avoid Fraudulent Hardship Withdrawals
3. Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Industry Changes Reflected in NFP Business Realignment
The firm says its personnel changes will help it meet clients “wherever they are” and address the needs of plan sponsors, family offices and high-net-worth individuals equally.
Transamerica Latest to Add Emergency Savings Accounts
The solution, which aims to help employees save for unexpected events that may impact their retirement security, is being rolled out via new relationships for the firm with Millennium Trust Company and SecureSave.
Risks and Rewards of Managed Accounts
Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed.
Competition and Succession
Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice into the larger Hub enterprise.
Market Mirror Market Mirror Graph

Friday, the Dow gained 466.36 points (1.47%) to 32,196.66, the Nasdaq was up 434.04 points (3.82%) to close at 11,805.00, and the S&P 500 increased 93.81 points to 4,023.89. The Russell 2000 climbed 53.28 points (3.06%) to 1,792.67, and the Wilshire 5000 gained 1,068.15 points to (2.74%) 40,022.30.

The price of the 10-year Treasury note fell 28/32 increasing its yield up to 2.969. The price of the 30-year Treasury bond was lowered 2 30/32 increasing its yield up to 3.098%.

For the week ending May 13, the Dow decreased 2.14%, the Nasdaq fell 2.80%, and the S&P 500 was down 2.41%. The Russell 2000 was down 2.55%, and the Wilshire 5000 fell 2.52%.

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