Tag: adviser tools

Products January 24th, 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.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

MARKET MIRROR

Friday, the Dow lost 68.77 points (0.25%) to finish at 27,154.20, the NASDAQ closed 60.75 points (0.74%) lower at 8,146.49, and the S&P 500 decreased 18.50 points (0.62%) to 2,976.61. The Russell 2000 was down 7.73 points (0.50%) at 1,547.90, and the Wilshire 5000 fell 180.93 points (0.59%) to 30,607.58.

The price of the 10-year Treasury note decreased 24/32, bringing its yield up to 2.048%. The price of the 30-year Treasury bond was down 3/32, increasing its yield to 2.576%.

WEEK’S WORTH: For the week ending July 19, the Dow was down 0.65%, the NASDAQ decreased 1.18%, and the S&P 500 lost 1.23%. The Russell 2000 fell 1.41%, and the Wilshire 5000 finished 1.22% lower.