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Weekday news and analysis for retirement plan advisers
Wednesday, October 12, 2022
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New Venture Seeks to Make FinTech Socially Responsible
PA-101122-New Venture Seeks to Make FinTech Socially Responsible-1405768199-web
Financial Finesse Ventures seeks to erase the trend of predatory practices and close the financial literacy gap.
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Deals & People
Practice Management
Client Service
Data & Research
Adviser Product Partnerships

OneAmerica and intellicents collaborate on client offering; AdvisorEngine introduces data visualization dashboards; Savvy Ladies receives grant to develop mobile portal advancing women’s financial literacy; and more.

Today’s Most Read
1. It’s Time We Stopped Evaluating Managed Accounts from 2006
2. Hub Launches Retirement Select PEP
3. The Expansive Reach of the DOL’s Proposed Fiduciary Rule
Cybersecurity Experts Warn of Increased Fraud Risk to Retirement Plans
Cybercriminals are becoming more sophisticated and patient in their approach due to the massive payouts fraudsters can manage to steal from retirement plans.
Deciphering Medicare Costs in Retirement
New research examines differences in spending between the two most popular Medicare plans.
Webinar: Your HSA Questions Answered
Join PLANADVISER and industry experts for a webinar October 13 during which you will increase your understanding of health savings accounts by comparing features to those of defined contribution plans, learn how your plan sponsor clients can position HSAs on their menu of benefits, and hear tips for increasing employee engagement with HSAs. Register today. 
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 36.31 points (0.12%) to finish at 29,239.19, the Nasdaq decreased 115.91 points (1.10%) to close at 10,426.191 and the S&P 500 lost 23.55 points (0.65%) to close at 3,588.84. The Russell 2000 gained 1.00 point (0.06%) to close at 1,692.92 and the Wilshire 5000 lost 214.57 points (0.59%) to close at 35,911.76.


The price of the 10-year Treasury note decreased 3/32, bringing the yield up to 3.935%. The price of the 30-year Treasury note decreased 32/32 bringing the yield up to 3.911%.

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
Keep up to date with PLANADVISER’s Industry Intelligence
Stay ahead of industry news and trends by checking this page regularly for the latest sponsored thought leadership.
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