Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 20th, 2019
Perennial Pension & Wealth Latest Hub Acquisition
Hub International’s buying streak of retirement specialist brokerage and advisory firms continues Read more >
PANC 2019: Building the Next Generation of Advisers
What strategies are most effective for attracting younger and more diverse job candidates? Read more >
PANC 2019: Prospecting and Asking for Referrals
Advisers share their own stories about increasing their referability. Read more >
Adviser Value Can Be Measured by Three Factors
Vanguard researchers emphasize that while the value of advice was once traditionally based on portfolio outcomes, goal success rates and advisory relationships are results of effective guidance as well. Read more >
MOST READ ARTICLES
1
$300 Million Plan Faces ERISA Fiduciary Breach Lawsuit
2
Three New ERISA Lawsuits Bash Actively Managed TDFs
3
Another Lawsuit Challenges Use of Untested CITs in 401(k) Plan
4
DOL Aims to Quickly Simplify Conflict of Interest Framework
5
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Sponsored message from Charles Schwab
Participants Have The Right Mindset, But “We Still Have Work To Do”
Plan design can certainly help drive outcomes, but as an industry, we still have work to do Read more >
PANC 2019: Health Savings Accounts as a Retirement Planning Vehicle
Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy. Read more >
Investment Product and Service Launches
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm. Read more >
Market Mirror
Thursday, the Dow decreased 52.29 points (0.19%) to 27,094.79, the NASDAQ was up 5.49 points (0.07%) at 8,182.88, and the S&P 500 was virtually unchanged at 3,006.79. The Russell 2000 closed 6.87 points (0.44%) lower at 1,561.47, and the Wilshire 5000 was down 12.48 points (0.04%) at 30,750.09.   The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.791%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.229%.
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