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Weekday news and analysis for retirement plan advisers
Wednesday, October 13, 2021
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Data & Research
Life Insurance Contributes to Employees’ Financial Security
Employees surveyed say these benefits contribute a lot to their feeling of financial security, but 83% are at least somewhat interested in help with accumulating emergency savings.
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Deals & People
Practice Management
Client Service
Data & Research
Advisers Reflect on How the Annuity Sales Process Could Be Improved
A new survey shows experience clearly counts when it comes to how comfortable advisers are selling annuity products in an evolving regulatory and economic landscape.
Today’s Most Read
1. Franklin Templeton to Acquire Putnam for $925 Million
2. Congress Says It Will Fix at Least 4 Errors in SECURE 2.0
3. Smart Acquires Managed Account Provider ProManage
Look Toward the Future
The pandemic has brought adviser succession planning to the fore.
SEC Sanctions Offer New Cybersecurity Guideposts
One former SEC enforcement leader says actions against several advisory firms that allegedly had cybersecurity failures make a clear case for the use of multifactor authentication—but that’s just the beginning of cybersecurity.
Calmer Summer Yields to Volatile Fall for U.S. Investors
Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 117.72 points (0.34%) to 34,378.34, the Nasdaq decreased 20.28 points (0.14%) to 14,465.93, and the S&P 500 closed 10.54 points (0.24%) lower at 4,350.65. The Russell 2000 gained 13.63 points (0.61%) to finish at 2,234.27, and the Wilshire 5000 was down 6.61 points (0.01%) at 45,332.57.

The price of the 10-year Treasury note increased 25/32, bringing its yield down to 1.575%. The price of the 30-year Treasury bond climbed 1 6/32, decreasing its yield to 2.091%.

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 MFS Investment Management
Client Material: Consolidating Retirement Accounts
Advisors: Share this flyer with clients to help them understand the benefits of consolidating their retirement accounts.
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