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Weekday news and analysis for retirement plan advisers
Wednesday, November 02, 2022
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Direct Indexing Drumbeat Continues with Morningstar Adviser Offering
PA-110122-Morningstar-Direct-Indexing-1135109798-web
Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in the underlying stock of indices to offer benefits such as tax advantages.
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Allianz Life Launches Income Annuity for Use in DC Plans
Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.
Today’s Most Read
1. Wait, SECURE 2.0 Might Not Pass?
2. NQDC Plans Increasingly Used to Try and Draw, Retain Execs
3. Asset Managers Scramble to Offer In-Demand Investment Vehicles
Adviser CEO Faces Up to 45 Years for Fraud, Keeping Employee 401(k) Contributions
Maddox Group’s Adam Belardino faces up to 45 years in prison for wire fraud and making false statements to the IRS.
Talent Management Trends
Firms are rethinking strategies, with a focus on serving more diverse clients.
Exploring ESG Investing Conference
Join us Thursday, November 10, for a virtual conference to learn about regulations for environmental, social and governance investing in retirement plans; the debate over whether ESG factors are financial/performance factors; and what allocators, plan sponsors and advisers should consider when deciding whether and how to use ESG investments. 
Market Mirror Market Mirror Graph

Tuesday, the Dow decreased 79.75 points (0.24%) to close at 32,653.20, the Nasdaq lost 97.30 points (0.89%) to finish trading at 10,890.84 and the S&P 500 lost 15.88 points (0.41%) to close at 3,856.10. The Russell 2000 gained 4.53 points (0.25%) to close at 1,851.39 and the Wilshire 5000 lost 126.88 points (0.33%) to close at 38,575.72.

The price of the 10-year Treasury note increased 1/32 bringing the yield down to 4.047%. The price of the 30-year Treasury bond increased 1 28/32 bringing the yield down to 4.094%.

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