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.

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

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

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An interview with Steve Christenson, EVP at Ascensus

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An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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An interview with Steve Christenson, EVP at Ascensus

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

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

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

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

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

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

Friday, the Dow gained 336.25 points (1.38%) to finish at 24,706.35, the NASDAQ closed 72.77 points (1.03%) higher at 7,157.23, and the S&P 500 increased 34.75 points (1.32%) to 2,670.71. The Russell 2000 was up 15.25 points (1.04%) at 1,482.50, and the Wilshire 5000 climbed 350.77 points (1.29%) to 27,617.22.

The price of the 10-year Treasury note was down 10/32, increasing its yield to 2.787%. The price of the 30-year Treasury bond decreased 15/32, bringing its yield up to 3.099%.

WEEK’S WORTH: For the week ending January 18, the Dow climbed 2.96%, the NASDAQ increased 2.66%, and the S&P 500 gained 2.87%. The Russell 2000 was up 2.43%, and the Wilshire 5000 finished 2.84% higher

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