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September 16th, 2020 |
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| PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue | |
Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged. Furthermore, Sheri Fitts, founder of ShoeFitts Marketing told attendees of the 2020 PLANADVISER National Conference that before she sat down to speak with them virtually, she exhausted her 10-month-old puppy.
Read more > | | | PANC 2020: Conflict Ahead | | Speaking at the virtual event, David Kaleda, principal, Groom Law Group, Chartered, said Reg BI is broader than the previous DOL fiduciary rule, which was vacated in federal court. “Primarily, the DOL’s jurisdiction is employer-sponsored plans. Reg BI is for any securities recommendation in any type of accounts,” he said.
Read more > | | | DOL Gives Private-Equity Guidance | | The DOL’s recent information letter providing guidance on this topic describes the evaluation process for determining whether an investment fund having a private equity component is prudent under ERISA fiduciary standards. Here are the key takeaways.
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| PANC 2020: Succession Planning, Mentorship and Practice Diversity | |
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
Read more > | | | 2020 PLANADVISER DCIO Survey | | The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.
Read more > | | | LeafHouse’s Charity Ride for CASA/GAL | | It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers.
Read more > | | | Market Mirror | | Tuesday, the Dow was up 2.27 points (0.01%) at 27,995.60, the NASDAQ climbed 133.67 points (1.21%) to 11,190.32, and the S&P 500 increased 17.66 points (0.52%) to 3,401.20. The Russell 2000 gained 11.67 points (0.76%) to finish at 1,538.15, and the Wilshire 5000 closed 196.96 points (0.57%) higher at 34,806.32.
The price of the 10-year Treasury note was unchanged, with its yield down to 0.675%. The price of the 30-year Treasury bond was down 4/32, increasing its yield 1.435%.
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