Tag: consolidation

Cover Story

Value Judgment

How to best assess an advisory firm’s worth for a merger or an acquisition.

April 8th, 2019

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.

Practice Management September 25th, 2018

PANC 2018: The Future of Retirement Advising

A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Wednesday, the Dow gained 316.01 points (0.93%) to finish at 34,137.31, the Nasdaq closed 163.95 points (1.19%) higher at 13,950.22, and the S&P 500 was up 38.48 points (0.93%) at 4,173.42. The Russell 2000 increased 51.42 points (2.35%) to 2,239.63, and the Wilshire 5000 climbed 465.35 points (1.08%) to 43,673.61.

The prices of the 10-year Treasury note and 30-year Treasury bond were virtually unchanged, with their yields down to 1.560% and 2.255%, respectively.

Industry White Papers

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.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.