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Weekday news and analysis for retirement plan advisers
Wednesday, May 18, 2022
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Data & Research
How Technology and Personal Values Can Help Advisers Build Trust
A new study discusses how the use of technology can be a “trust multiplier” in the provision and consumption of investment services, and it emphasizes the importance of personal connections and values in building and maintaining trust.
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Deals & People
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Data & Research
Why Small Business Owners Often Resist 401(k)s
Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify and that they can’t afford a match.
Today’s Most Read
1. House Committee Advances Bill to Vacate Retirement Security Rule
2. J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings
3. Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement
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.
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
Family First
\When Dorann Cafaro retired, her daughter, Jamie ­Greenleaf, became principal and president of what is now Cafaro Greenleaf. While the business model is the same, the firm has branched out.
Market Mirror Market Mirror Graph

Tuesday, the Dow was up 431.17 points (1.34%) to 32,654.59, the Nasdaq gained 321.73 points (2.76%) to close at 11,984.52, and the S&P 500 increased 80.84 points (2.02%) to 4,088.85. The Russell 2000 gained 56.87 points (3.19%) to 1,840.30, and the Wilshire 5000 climbed 234.89 points (0.59%) to 39.787.38.

The price of the 10-year Treasury note fell 9/32 bringing its yield up to 2.991%. The price of the 30-year Treasury bond was down 1 6/32 increasing its yield up to 3.188%.

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