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Weekday news and analysis for retirement plan advisers
Friday, November 04, 2022
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Deals & People
OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge
PA-110322-OneDigital JFL Acquisition-300M AUM-id1348830871
OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal of 2022. 
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Data & Research
Investment Product and Service Launches
Bloomberg launches global aggregate green, social, sustainability bond indices; AllianzIM expands lineup of U.S. large cap buffered ETFs; Morningstar Direct Indexing combines market-leading technology and investment management; and more.
Today’s Most Read
1. Empower Reports Year-Over-Year Growth in Workplace, Wealth
2. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
3. Consultants Advise Plan Fiduciaries to Vet DC Annuity Offers
Experts: Big Investors, Fiduciaries in “Purgatory” Awaiting DOL ESG Rule
Lack of clarity from the DOL about ESG governance for retirement plans added to a drop in ESG incorporation by institutional investors and potential holdup on decision-making by fiduciaries, according to new research and expert insight.
Women in Senior Roles Reach Retirement with 62% of Wealth of Male Peers
The wealth accumulation gap between women and men is largest in leadership roles, in part because the pay trajectories for women are significantly lower than men, new study finds. 
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

Thursday, the Dow lost 146.51 points (0.46%) to close at 32,001.25, the Nasdaq decreased 181.86 points (1.73%) to finish trading at 10,342.94 and the S&P 500 was down 39.80 points (1.06%) to close at 3,719.89. The Russell 2000 lost 9.41 points (0.53% ) to close at 1,779.73 and the Wilshire 5000 decreased 368.89 points (0.98%) to close at 37,195.03.

The price of the 10-year Treasury note decreased 25/32, bringing the yield up to 4.152%. The price of the 30-year Treasury bond decreased 29/32, bringing the yield up to 4.186%.

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