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Weekday news and analysis for retirement plan advisers
Thursday, May 18, 2023
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Data & Research
Broadridge Finds Increased ‘Democratization’ in Discretionary Investing
The financial firm mined millions of retail investors to learn about investing trends from the last five years.
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Data & Research
Inflation Drives IRS to Raise HSA Contribution Limits
For 2024, the HSA contribution will be $4,150 for an individual and $8,300 for a family, up from $3,850 for an individual and $7,750 in 2023. 
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Franklin Templeton to Acquire Putnam for $925 Million
3. Retirement Industry People Moves
Advisers, Participants Skeptical of ESG Investments, but Asset Managers Are Not
Greenwashing by investment funds has contributed to negative rhetoric about ESG, but the practice remains a top initiative for U.S. asset managers, say experts at Cerulli.
Common Pitfalls in Reg BE, BI, According to FINRA, SEC
Riskier and complicated assets require more due diligence, and regulatory officials laid out some practices for advisers to avoid.
Smart Raises $95M in PE Funding, Eyes Further Acquisitions
Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East and Asia.
Market Mirror Market Mirror Graph

Wednesday, the Dow rose 408.63 points (1.24%) to close at 33,420.77, the Nasdaq rose 157.51 points (1.28%) to close at 12,500.57 and the S&P 500 increased 48.87 points (1.19%) to close at 4,158.77. The Russell 2000 increased 38.32 points (2.21%) to close at 1,774.49 and the Wilshire 5000 increased 572.22 points (1.30%) to close at 41,030.38.

The price of the 10-year Treasury note fell 2/32, bringing the yield to 3.568%. The price of the 30-year Treasury bond rose 1/32, bringing the yield to 3.851%.

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