Tag: Cerulli

Data & Research March 15th, 2023

Shifting Adviser Preferences Transform Broker/Dealer Revenue

Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.

Investing March 8th, 2023

To Rollover or Not to Rollover? That is the Question for Retirees

A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and those looking to keep them in plan, according to Cerulli.

MARKET MIRROR

Friday, the Dow gained 415.12 points (1.26%) to close at 33,274.15, the Nasdaq gained 208.44 points (1.74%) to close at 12,221.91 and the S&P 500 increased 58.48 points (1.44%) to close at 4,109.31. The Russell 2000 gained 34.10 points (1.93%) to close at 1,802.48 and the Wilshire 5000 increased 621.46 points (1.55%) to close at 40,708.41.

The price of the 10-year Treasury note increased 29/32, bringing the yield to 3.471%. The price of the 30-year Treasury bond increased 1 27/32, bringing the yield to 3.653%.

For the week ending March 31, the Dow gained 3.22%, the Nasdaq increased 3.37% and the S&P 500 increased 3.48%. The Russell 2000 gained 3.89% and the Wilshire 5000 finished 3.69% higher.