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Weekday news and analysis for retirement plan advisers
Tuesday, October 10, 2023
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Data & Research
Half of Hispanic Adults Not Prepared for Retirement, LIMRA Reports
PA-100923-Hispanic-Workers-Retirement-Readiness-1352492264-web
Financial institutions have an opportunity to design solutions tailored to the needs of a huge potential audience of Latino workers.
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Advisory M&A
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Today’s Most Read
1. Maximum Benefit and Contribution Limits Table 2025
2. How Plan Advisers Are Reacting to Trump Election Win
3. Industry Watchers Point to Fiduciary Rule, ESG, Markets After Trump Win
MOVEit Hack a Lesson as Digital Threats Increase
Experts say the incident revealed how to combat the stealing and selling of personal data, but participants remain vulnerable to the next hit.
Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients
PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the market as viable yet.
Register Now: Navigating ESG Livestream, November 8
What is the current status of ESG investing for asset owners, plan sponsors and plan advisers? Who are the experts and where can investors go for information? What questions should investors ask as part of their due diligence? These questions and more will be discussed at the 2023 Navigating ESG Livestream event on November 8.
Market Mirror Market Mirror Graph

Monday, the Dow gained 197.07 points (0.59%) to close at 33,604.65, the Nasdaq gained 52.90 points (0.39%) to close at 13,484.24 and the S&P 500 rose 27.16 points (0.63%) to close at 4,335.66. The Russell 2000 rose 10.44 points (0.60%) to close at 1,755.99, and the FT Wilshire 5000 Index rose 277.39 points (0.64%) to close at 43,609.51.

Treasury bonds were unchanged as the market was closed for the Columbus Day holiday.

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