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Tag: articficial intelligence

Art by Sarah Mazzetti

Trendspotting

Advisers Begin to Embrace Artificial Intelligence

Will it, as believed, provide a competitive edge?

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Compliance
Dissecting TIAA Subsidiary’s $97 Million SEC Rollover Settlement
Deals & People
Empower to Acquire Full-Service Retirement Business of Prudential
Deals & People
With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers
Practice Management
Talking Scale With Voya, Sterling Resources Leaders
Products
ProNvest Launches Fintech Platform

Compliance
Dissecting TIAA Subsidiary’s $97 Million SEC Rollover Settlement
Compliance
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Compliance
Plans With Complete Discontinuance of Contributions Treated As Terminated for Vesting Purposes
Data & Research
Determining Health Cost Needs in Retirement Is Complex
Client Service
Participant Understanding of Fees Improves Only Slowly

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PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

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PLANADVISER Editorial Video - Participant Insights

The Personalized Choice
Sponsored by Securian Financial

MARKET MIRROR

Thursday, the Dow increased 25.35 points (0.07%) to 34,823.35, the Nasdaq gained 52.64 points (0.36%) to finish at 14,684.60, and the S&P 500 closed 8.79 points (0.20%) higher at 4,367.48. The Russell 2000 fell 34.57 points (1.55%) to 2,199.48, and the Wilshire 5000 was up 27.86 points (0.06%) at 45,491.55.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.262%. The price of the 30-year Treasury bond increased 31/32, bringing its yield down to 1.903%.

Industry White Papers

Demystifying the Language of Retirement Find out what terms and explanations click with DC plan participants.

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