Today’s Most Read
1. The 2022 Retirement Landscape Takes Shape
2. Asset Managers Weigh In on DC Plan Investment Trends
3. Launch Announced for MarylandSaves State-Run Retirement and Emergency Savings Program
PLANADVISERdash – November 24, 2021
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Weekday news and analysis for retirement plan advisers
Wednesday, November 24, 2021
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PLANADVISER Webinar Series
Thankful for 'Practice Progress' in 2021
Greetings PLANADVISER readers! With the Thanksgiving holiday tomorrow, we are taking a moment with this morning’s newsletter to invite you to review our 2021 Practice Progress webinar series. Simply put, we are thankful for the engagement the series has enjoyed this year, both from our audience and from our esteemed speakers and sponsors. Collected below is coverage of some of the 2021 webinars, and by following this link, you can sign up for the final webinar of the year—on the incredibly important topic of improving diversity, equity and inclusion in our industry. Thanks!!
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Deals & People
Practice Management
Client Service
Data & Research
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.
Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were asking big questions about their own futures. Today, much has changed, yet much remains the same.
Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.   
The Fiduciary Insurance Market Crunch Matters for Everyone
In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan services industry and its clients: a significant tightening in the fiduciary insurance marketplace.
PANC 2021: Telling Your Story
Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between what is trendy or new and what goes against policy.
New WIPN Research Compares ‘Advocates’ and ‘Mentors’
Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented groups succeed in the financial services industry.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 194.55 points (0.55%) to finish at 35,813.80, the Nasdaq closed 79.62 points (0.50%) lower at 15,775.14, and the S&P 500 increased 7.76 points (0.17%) to 4,690.70. The Russell 2000 was down 3.49 points (0.15%) at 2,327.86, and the Wilshire 5000 was virtually unchanged at 48,300.04.

The price of the 10-year Treasury note was down 4/32, increasing its yield to 1.678%. The price of the 30-year Treasury bond decreased 1 6/32, bringing its yield up to 2.035%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by Manulife / /John Hancock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be numerous glide paths involving subcategories of the primary debt and equity asset classes, along with alternatives.
Sponsored by Parametric
Too Much of a Good Thing: Unwinding a Concentrated Stock Position
Amassing a large exposure to a single stock may not elicit much concern from an investor. After all, many investors find themselves holding large, concentrated stock positions resulting from...
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