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Weekday news and analysis for retirement plan advisers
Friday, October 21, 2022
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Deals & People
Lisa Massena Hired as New COO at DCIIA
She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion.
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Deals & People
Practice Management
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Data & Research
Know Where the Puck Will Be
Advisers discussed three areas of focus to position practices for the future.
Today’s Most Read
1. DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
2. Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
3. Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines
A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied with available options.  
Investment Product and Service Launches
Milliman launches enhanced retirement security projection tool; Wealthcare launches new enhancements to its patented Comfort Zone; T. Rowe Price introduces emergency savings app; and more.
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 90.22 points (0.30%) to close at 30,333.59, the Nasdaq decreased 65.66 points (0.61%) to finish trading at 10,614.84 and the S&P 500 lost 29.38 points (0.80%) to close at 3,665.78.  The Russell 2000 lost 21.36 points (1.24%) to close at 1,704.39 and the Wilshire 5000 dropped 292.74 points (0.79%) to close at 36,589.83.


The price of the 10-year Treasury note decreased 8/32 bringing the yield up to 4.239%. The price of the 30-year Treasury bond decreased 1 6/32 bringing the yield up to 4.238%.

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