Tag: client portal

Products April 1st, 2021

SEI Acquires Oranj’s Cloud-Native Technology Platform

This is expected to enable advisers to engage with clients in technologically advanced ways

Products August 29th, 2018

This now brings Lincoln’s technology packages up to five.

March 24, 2021 | Virtual Conference

Friday, the Dow gained 360.68 points (1.06%) to finish at 34,382.13, the Nasdaq closed 304.99 points (2.32%) higher at 13,429.98, and the S&P 500 was up 61.35 points (1.49%) at 4,173.85. The Russell 2000 increased 89.49 points (4.19%) to 2,224.63, and the Wilshire 5000 climbed 759.56 points (1.78%) to 43,415.84.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.628%. The price of the 30-year Treasury bond increased 13/32, bringing its yield down to 2.347%.

For the week ending May 14, the Dow was down 1.14%, the Nasdaq fell 2.34%, and the S&P 500 decreased 1.39%. The Russell 2000 lost 2.07%, and the Wilshire 5000 finished 1.52% lower.

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.