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Wednesday, May 04, 2022
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Data & Research
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are more likely to display positive financial behaviors.
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Practice Management
Client Service
Data & Research
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey from Principal.
Today’s Most Read
1. Legislation Introduced That Would Reverse Retirement Security Rule
2. Do Managed Accounts Need a Rebrand?
3. BlackRock’s Retirement Lead Ackerley Moving to Senior Adviser Role
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Improving Access to the Retirement Saver’s Credit
The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.
The Prospects of Staying Virtual
Advisers review the main pros and cons of digital meetings.
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
Market Mirror Market Mirror Graph

Tuesday, the Dow added 67.29 points (0.20%) to finish at 33,128.79, the Nasdaq closed 27.74 points (0.22%) higher at 12,563.76, and the S&P 500 increased 20.10 points (0.48%) to 4,175.48. The Russell 2000 was up 15.94 points (0.85%) at 1,898.86, and the Wilshire 5000 gained 185.52 points (0.45%) to finish at 41,820.72.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.975%. The price of the 30-year Treasury bond increased 2/32, bringing its yield down to 3.022%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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