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Weekday news and analysis for retirement plan advisers
Thursday, May 04, 2023
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Data & Research
Small Business Owners More Likely to Phone a Friend, Not an Adviser
PA-050323-Small Business Not Offering Retirement Plans-1455966270-web
When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends and social media rather than financial professionals, according to Capital Group.
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Deals & People
Practice Management
Client Service
Data & Research
Fed Raises Rates Again, But How Can Investors Hedge Against Inflation?
Wharton School Professor Emeritus Jeremy Siegel spoke out against Fed rate hikes and laid out potential investor responses.
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
Get to Know the 2023 Retirement Plan Adviser of the Year Finalists
Hear from our finalists in the six categories for the Retirement Plan Adviser of the Year as they answer questions about their practice and approach. The finalists will be recognized, and winners of each category announced, at the PLANADVISER Industry Leader Awards Dinner on May 10 in New York City.
Hub Snags PE Firm Minority Stake, Announces More to Come
LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm says has been fivefold growth in the last decade.
DCIO Survey
Calling all DCIO Providers! Don’t miss your chance to highlight your investment services for defined contribution plan sponsors. Complete your entry in the PLANADVISER 2023 DCIO Survey by May 17.
Market Mirror Market Mirror Graph

Wednesday, the Dow lost 270.29 points (0.80%) to close at 33,414.24, the Nasdaq lost 55.18 points (0.46%) to close at 12,025.33 and the S&P 500 lost 28.83 points (0.70%) to close at 4,090.75. The Russell 2000 gained 7.17 points (0.41%) to close at 1,739.28 and the Wilshire 5000 lost 227.17points (0.56%) to close at 40,306.73.

The price of the 10-year Treasury note fell 3/32, bringing the yield to 3.343%. The price of the 30-year Treasury bond fell 1/32, bringing the yield to 3.686%.

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