Tag: adviser technology

Products September 14th, 2018

HD Vest, Envestnet Partner on Tools to Help Advisers Grow Their Business

These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.

THOUGHT LEADERSHIP
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

Keeping Stable Value Options Stable
Sponsored by ICMA-RC

MARKET MIRROR

Friday, the Dow rose by 222.93 points (0.80%) for a 28,004.89 close. The NASDAQ gained 61.81 points (0.73%) to reach 8,540.82, and the S&P 500 was up by 23.83 points (0.77%) to finish at 3,120.46. The Russell 2000 inched upward by 7.27 points (0.46%) to 1,596.45, and the Wilshire 5000 gained 231.27 points (0.73%) to reach 31,752.02. The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.836%, and the price of the 30-year Treasury bond was also down 1/32, increasing its yield to 2.309%.

WEEK’s WORTH: For the week ended November 15, the Dow rose 1.17%, the S&P 500 was up 0.89%, and the NASDAQ gained 0.77%. the Russell 2000 ticked downward by 0.15%, and the Wilshire 5000 was up 0.78%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.