Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 25th, 2019
‘Smart Money’ Says 2nd Circuit Won’t Halt SEC Regulation Best Interest
Advisory firms waiting to see whether the 2nd Circuit will delay or outright halt the implementation of the SEC’s Regulation Best Interest are wasting precious time. Read more >
Slower Quarter for Adviser M&A, But Record Year Remains Likely
Deal volume and value eased during the third quarter after an “unprecedented” first half of 2019. Read more >
Investment Product and Service Launches
Schwab Advisor Services presents alternative investment marketplace platform; John Hancock Investment Management expands fixed-income suite; and Millennium Trust adds investments to Workplace Savings Solutions. Read more >
Principal Makes Onboarding Platform Available in Spanish
The firm says Principal Real Start has been a game-changer in driving positive retirement savings outcomes. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
An Array of Models
Some advisers find opportunities through aggregation or affilliation Read more >
The Value of Data
By threading data through an AI interface, recordkeepers create a custom participant experience. Read more >
Market Mirror
Thursday, the Dow was down 28.42 points (0.11%) at 26,805.53, the NASDAQ closed 66.00 points (0.81%) higher at 8,185.80, and the S&P 500 was up 5.77 points (0.19%) at 3,010.29. The Russell 2000 decreased 2.67 points (0.17%) to 1,550.18, and the Wilshire 5000 increased 76.87 points (0.25%) to 30,699.52.   The price of the 10-year Treasury note was virtually unchanged, with its yield at 1.766%, and the price of the 30-year Treasury bond was down 1/32, increasing its yield to 2.261%. r
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850