Tag: B/D

Products September 9th, 2020

Envestnet Offers Retirement Analytics Solution for Enterprise Home Offices

It is designed to help broker/dealers make strategic decisions about their books of business.

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

Choice and Simplicity
Sponsored by OneAmerica

MARKET MIRROR

Tuesday, the Dow fell 131.40 points (0.48%) to 27,452.66, the NASDAQ dropped 32.28 points (0.29%) to 11,085.25, and the S&P 500 closed 16.13 points (0.48%) lower at 3,335.47. The Russell 2000 gained 29.82 points (2.02%) to finish at 1,504.73, and the Wilshire 5000 dropped 154.88 points (0.45%) to finish at 34,224.93.

The price of the 10-year Treasury note was up 2/32, decreasing its yield at 0.645%. The price of the 30-year Treasury bond gained 23/32, bringing its yield down to 1.413%.

Industry White Papers

Market Trends & Analysis Optimizing retirement portfolios: A high-level look at the benefits of adding high-yield bonds.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities