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Weekday news and analysis for retirement plan advisers
Wednesday, October 26, 2022
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Deals & People
Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
PA-102522-Echelon M&A Q3 Report-1353300158-web
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report.
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Adviser Product Partnerships
The Standard partners with Noyo to modernize the customer experience; Abel Noser Solutions and OWL ESG partner to offer ESG consensus ratings system; Quility announces launch of Quility Financial Advisors; and more.
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
Six Misconceptions About Social Security That Can Affect Participants
Not recognizing the impact of claiming benefits early – or the benefit of waiting – is essential.
Making Retirement Income Projections Useful
Plan participants need advisers to go beyond just awareness of their balance to thinking about that balance in the form of retirement income or an income stream.
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
Market Mirror Market Mirror Graph

Tuesday, the Dow increased 337.12 points (1.07%) to finish trading at 31,836.74, the Nasdaq gained 246.50 points (2.25%) to close at 11,199.17 and the S&P 500 increased 61.77 points (1.63%) to close at 3,859.11. The Russell 2000 gained 47.76 points (2.73%) to close at 1,796.16 and the Wilshire 5000 increased 697.08 points (1.84%) to end trading at 38,502.59.

 

The price of the 10-year Treasury note rose 11/32 bringing the yield down to 4.101%. The price of the 30-year Treasury bond rose 18/32 bringing the yield down to 4.260%.

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