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Weekday news and analysis for retirement plan advisers
Wednesday, October 19, 2022
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Practice Management
Getting Advisers Comfortable With the Future of Retirement Planning
PA 101822 Getting Advisers Comfortable With the Future of Retirement Planning
DCIO is out; co-distribution is in, according to a panel discussion at the LeafHouse National Retirement Symposium.
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Deals & People
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Data & Research
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.
Today’s Most Read
1. A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date
2. Carlyle Makes Growth Investment in CAPTRUST
3. Funds’ Portfolios Must Reflect Their Name, SEC Says
Recordkeepers Help Advisers Get Personal
How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.
Annuity Customer Satisfaction on the Decline
Customers are less satisfied with the cost of annuities and have a lower likelihood of purchasing another financial product.
The Standard Plans to Purchase Recordkeeping Business from Securian
The combined retirement recordkeeping businesses will operate under The Standard brand.
Market Mirror Market Mirror Graph

Tuesday, the Dow increased 337.98 points (1.12%) to close at 30,523.80, the Nasdaq gained 96.60 points (0.90%) to close at 10,772.40 and the S&P 500 was up 42.03 points (1.14%) to end trading at 3,719.98. The Russell 2000 increased 20.20 points (1.16%) to close at 1,755.96 and the Wilshire 5000 gained 446.69 points (1.21%) to close at 37,213.65.

The price of the 10-year Treasury note increased 1/32 bringing the yield down to 4.003%. The price of the 30-year Treasury note decreased 1/32 bringing the yield up to 4.027%.

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: The Potential Benefits and Features of Working Longer
Deciding when to retire is a personal choice your clients will make based on many factors. How they plan for that day can be both exciting and stressful with many complex questions. Share this piece with clients to help answer key retirement planning questions.
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