Tag: client relationship management

Products November 28th, 2018

Ameritas Launches New Retirement Plan Platform

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.

Products January 2nd, 2018

AdvisorEngine Acquires CRM Provider Junxure

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

Yesterday, the Dow lost 301.87 points (1.22%) to finish at 24,404.48, the NASDAQ closed 136.87 points (1.91%) lower at 7,020.36, and the S&P 500 decreased 37.81 points (1.42%) to 2,632.90. The Russell 2000 was down 25.05 points (1.69%) at 1,457.45, and the Wilshire 5000 fell 402.77 points (1.46%) to 27,214.51.

The price of the 10-year Treasury noted increased 13/32, bringing its yield down to 2.738%. The price of the 30-year Treasury bond climbed 22/32, decreasing its yield to 3.064%.

Industry White Papers

Retirement 2020—New research to capitalize on trends Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive
Fiduciary outsourcing: Understanding the options Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.