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Weekday news and analysis for retirement plan advisers
Thursday, November 04, 2021
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Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.
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Data & Research
Upcoming Webinar: How Has the PEP Marketplace Developed in Year One?
With the formal launch of the PEP marketplace in early 2021, this webinar will offer a chance to take stock of how much progress has been made so far.  And, as always, we will consider what comes next.
Today’s Most Read
1. PEP Pros and Cons
2. Evaluating a Retirement Income ‘Easy Button’
3. NAPA Head Warns of 401(k) Revenue Grab by Policymakers
Newport Group Will Merge With Ascensus
The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.
Retiree Poverty Rates Vary Substantially by State
Higher than average rates of poverty among Americans over the age of 65 can be found in 19 states and Washington, D.C., according to a MagnifyMoney survey.
GSAM, Ascensus Partner on Solution for Small and Midsized Businesses
The firms say it gives companies access to asset management, retirement expertise and guidance for employees via a technology platform.
Building Strategic Partnerships
What advisers should look for in a potential referral source.
Market Mirror Market Mirror Graph

Wednesday, the Dow was up 104.95 points (0.29%) at 36,157.58, the Nasdaq gained 161.98 points (1.04%) to finish at 15,811.58, and the S&P increased 29.92 points (0.65%) to 4,660.57. The Russell 2000 climbed 42.42 points (1.80%) to 2,404.28, and the Wilshire 5000 closed 410.03 points (0.85%) higher at 48,521.84.

The price of the 10-year Treasury note decreased 26/32, bringing its yield up to 1.597%. The price of the 30-year Treasury bond fell 1 6/32, increasing its yield to 2.032%.

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