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Weekday news and analysis for retirement plan advisers
Friday, September 24, 2021
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Practice Management
Views of Adviser M&A Have Evolved
A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have a positive impact on their practices.
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New Bill Aims to Solve for the Retirement Plan Coverage Gap
The Portable Retirement and Investment Account Act of 2021 would create accounts for people soon after they are assigned a Social Security number that they could contribute to whenever they don't have access to an employer-sponsored plan.
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
MetLife Introduces Financial Wellness App
Among its features is the Money Mood tool, which assesses a consumer’s relationship with money.
2021 Virtual PLANADVISER National Conference
Conference Kicks Off Monday!

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

How to Live Well in Retirement
Advisers should heed near-retirees’ post-pandemic values and goals.
‘Like’ Me
How to procure, and use, client endorsements to advertise your practice.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 506.50 points (1.48%) to finish at 34,764.82, the Nasdaq closed 155.40 points (1.04%) higher at 15,052.24, and the S&P 500 increased 53.34 points (1.21%) to 4,448.98. The Russell 2000 was up 40.48 points (1.82%) at 2,259.04, and the Wilshire 5000 climbed 569.51 points (1.24%) to 46,339.24.

The price of the 10-year Treasury note decreased 1 1/32, bringing its yield up to 1.434%. The price of the 30-year Treasury bond fell 3 1/32, increasing its yield to 1.950%.

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