Tag: adviser tools

Products January 24, 2018

Finworx Launches Finworx360 to Help Advisers Assess Clients’ Risk Tolerance.

The software includes a Behavioral Risk Survey that advisers can give to retirement plan participants.

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An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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 Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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 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 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

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An interview with Steve Christenson, EVP at Ascensus

Friday, the Dow was down 6.38 points (0.03%) at 25,058.12, the NASDAQ slipped 5.10 points (0.07%) to 7,820.20, and the S&P 500 decreased 2.66 points (0.09%) to 2,801.83. The Russell 2000 closed 4.50 points (0.26%) lower at 1,696.81, and the Wilshire 5000 lost 39.16 points (0.13%) to finish at 29,287.11.

The price of the 10-year Treasury note decreased 14/32, bringing its yield up to 2.893%. The price of the 30-year Treasury bond fell 1 12/32, increasing its yield to 3.028%.

WEEK’S WORTH: For the week ending July 20, the Dow finished 0.15% higher, the NASDAQ lost 0.07%, and the S&P 500 was up 0.02%. The Russell 2000 gained 0.58%, and the Wilshire 5000 increased 0.09%.

Getting Ahead of the Curve Digital advice platforms can help younger workers save for retirement
A Holistic Approach to Target Date Design TDFs are easy to use but hard to judge — here are the factors plan fiduciaries should know.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants