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Weekday news and analysis for retirement plan advisers
Tuesday, November 16, 2021
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Practice Management
Practice Progress: Development of PEPs in 2021
The creation and operation of collective retirement plans has historically been a complicated affair, and while the SECURE Act has simplified key aspects of the process, some significant questions and challenges remain.
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Data & Research
Self-Directed Investors Favor Equities, Especially Tech Stocks
Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.
Today’s Most Read
1. Creative Planning CIO Jim Williams Dies at 46
2. Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
3. Investment Product & Service Launches
Sponsored by PGIM Investments
The Myth About Target Date Fund Participant Inertia
Are target date fund participants truly inactive, evenduring market volatility?
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’ collective growth.
ESG Investing Gaining Ground With Institutional and Individual Investors
In additions, asset managers surveyed are incorporating ESG factors into their investment processes.
Expect the SEC To Get Tougher on Advisers, Advocate for Retirement Savers
The change in agency leadership has driven a clear change in focus and a new sense of urgency to act on key issues, some longstanding and others just emerging.
Market Mirror Market Mirror Graph

Yesterday, the Dow decreased 12.86 points (0.04%) to 36,087.45, the Nasdaq was down 7.11 points (0.04%) at 15,853.85, and the S&P 500 was virtually unchanged at 4,682.80. The Russell 2000 lost 10.84 points (0.45%) to finish at 2,400.93, and the Wilshire 5000 closed 28.98 points (0.06%) lower at 48,683.29.

The price of the 10-year Treasury note decreased 27/32, bringing its yield up to 1.618%. The price of the 30-year Treasury bond fell 1 5/32, increasing its yield to 2.003%.

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