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

Redefining Wellness: It Starts with the Employer
Sponsored by Ascensus

MARKET MIRROR

Thursday, the Dow dropped 286.14 points (1.11%) to 25,490.47, the NASDAQ lost 122.56 points (1.58%) to finish at 7,628.28, and the S&P 500 closed 34.03 points (1.19%) lower at 2,822.24. The Russell 2000 fell 30.25 points (1.97%) to 1,501.38, and the Wilshire 5000 shed 395.31 points (1.34%) to close at 29,081.51.

The price of the 10-year Treasury note increased 28/32, bringing its yield down to 2.316%. The price of the 30-year Treasury bond climbed 1 2/32, decreasing its yield to 2.751%.