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Weekday news and analysis for retirement plan advisers
Friday, September 17, 2021
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Investment Product and Service Launches
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
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Sponsored by Franklin Templeton
Retirement Reimagined
To see how retirement is evolving, view results from Franklin Templeton’s “Voice of the American Worker” survey. Read More.
Today’s Most Read
1. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. DOL Announces Anticipated ESG Fiduciary Investing Rule
3. Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
U.S. Ranks 17th in Retirement Well-Being
As a result, more workers say they want investment advice from professionals.
Revenue Sharing Disclosure Failures Result in SEC Action
A recent cease-and-desist order filed by the Securities and Exchange Commission underscores the fact that revenue sharing among financial advisers and ‘parties in interest’ is not necessarily an inherent problem—but a failure to disclose the relationship and the potential for conflict is.
Sponsored by Franklin Templeton
Retirement Survey Results
Franklin Templeton’s “Voice of the American Worker” survey reveals how the concept of retirement is changing today. Read More.
CommonSpirit ERISA Suit Dismissed
In its rejection, the court said the plaintiff, who took issue with the plan’s use of the Fidelity Freedom Funds TDF series, did not allege facts that proved imprudent conduct.
Market Mirror Market Mirror Graph

Thursday, the Dow lost 63.07 points (0.18%) to finish at 34,751.32, the Nasdaq closed 20/40 points (0.13%) higher at 15,181.92, and the S&P 500 closed 6.95 points (0.16%) lower at 4,473.75. The Russell 2000 was down 1.54 points (0.07%) at 2,232.91, and the Wilshire 5000 decreased 13.32 points (0.03%) to 46,491.23.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.335%. The price of the 30-year Treasury bond decreased 26/32, bringing its yield up to 1.883%.

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