Planadviser Logo
Weekday news and analysis for retirement plan advisers
Wednesday, September 27, 2023
Exclusives | Awards | Research | Events
Data & Research
Retirement Industry Can Leverage Young Investor Interest in Guidance
PA-092623-Young-Investors-Want-Professional-Advice-1353868249-web
Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research from Cerulli.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
Today’s Most Read
1. LPL Terminates CEO Arnold for Violating “Respectful Workplace” Rules
2. Charles Schwab CEO Walt Bettinger to Retire
3. DC Plan Experts See Slow, Steady Progress in Plan Personalization
New Jersey Selects Vestwell as Secure Choice Savings Program Administrator
The agreement marks the company’s seventh state-facilitated retirement partner.
Fund Advisers Reject SEC Aiding and Abetting Charges
The adviser for a mutual fund argues against alleged Liquidity Rule violations because the company was not responsible for the fund’s liquidity status classifications.
PBGC Notes Address Change for Delivery of Checks
A new address for paper premium payment checks will start October 6.
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 388.00 points (1.14%) to close at 33,618.88, the Nasdaq fell 207.71 points (1.57%) to close at 13,063.61 and the S&P 500 fell 63.91 points (1.47%) to close at 4,273.53. The Russell 2000 lost 22.63 points (1.27%) to close at 1.761.61, and the FT Wilshire 5000 Index lost 636.12 points (1.46%) to close at 43,026.29.

The 10-year Treasury note was unchanged, bringing the yield to 4.540%. The 30-year Treasury bond decreased 4/32, bringing the yield to 4.678%.

Industry Intel Roundup Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850