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Thursday, September 28, 2023
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Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
PA - 092623 - Marsh Focused on C-Suite
MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and ‘white-glove’ executive wealth management.
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Compliance
Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Below 4%
A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement income plans, according to a survey by RetireOne and Allianz.
Today’s Most Read
1. IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
2. Stout Joins Prime Capital as National Retirement Practice Leader
3. State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
FINRA Study Tests Senior Vulnerability to Social Security Scams
Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.
SEC Would Suspend Rulemaking, Enforcement During Potential Shutdown
Comment periods would remain open for the AI and safeguarding proposals, but comments would not be reviewed in real time.
Adviser Product Partnership
Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.
Market Mirror Market Mirror Graph

Wednesday, the Dow fell 68.61 points (0.20%) to close at 33,550.27, the Nasdaq rose 29.24 points (0.22%) to close at 13,092.85 and the S&P 500 rose 0.98 points (0.02%) to close at 4,274.51. The Russell 2000 rose 17.29 points (0.98%) to close at 1,778.90, and the FT Wilshire 5000 Index rose 60.09 points (0.14%) to close at 43,086.38.

The 10-year Treasury note fell 6/32, bringing the yield to 4.616%. The 30-year Treasury bond fell 28/32, bringing the yield to 4.721. 

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