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Weekday news and analysis for retirement plan advisers
Wednesday, September 22, 2021
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Data & Research
Gen XYZ Investors Are Redefining Adviser Relationships
Described as investors born after 1965, this group prioritizes digital communications and broader wellness needs and is willing to work with multiple advisers.
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The Many Barriers to Financial Advice and Confidence
New Allianz Life research analyzes the significant gaps in access to financial services found among different demographic groups in the United States.  
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
Sponsored by Franklin Templeton
Voice of the American Worker
Franklin Templeton’s survey results indicate the need for financial wellness personalization.
PGIM Names Linda Gibson New CEO of QMA
The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to launch a dedicated defined contribution unit. 
2021 PLANADVISER National Conference
Join Us Next Week at PANC 2021!

You can still sign up for the 2021 virtual PLANADVISER National Conference, which kicks off the morning of Monday, September 27. Join us for a four-day live learning event crafted specifically for retirement plan advisers and designed to meet the moment. Attendees can earn continuing education (CE) credits* while engaging with leading experts in the retirement plan industry.

Virtual Event 
Sept. 27 to 30

Participant Misperceptions
Distinguishing myth from reality can be hard when it comes to DC plans.
401(k) Traders Favored Fixed Income Investments During August
Net trading activity nearly doubled last month, according to the Alight Solutions 401(k) Index. 
Market Mirror Market Mirror Graph

Tuesday, the Dow decreased 50.63 points (0.15%) to 33,919.84, the Nasdaq closed 32.50 points (0.22%) higher at 14,746.40, and the S&P 500 was down 3.54 points (0.08%) at 4,354.19. The Russell 2000 increased 3.98 points (0.18%) to 2,186.18, and the Wilshire 5000 was up 22.39 points (0.05%) at 45,326.44.

The price of the 10-year Treasury note and 30-year Treasury bond were each down 1/32, increasing their yields to 1.325% and 1.858%, respectively.

Industry Intel Roundup
Featured White Paper
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers offering key insights and analysis about the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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