Tag: digital tools

Products September 10th, 2018

401k Plans Offers Digital App for Small Business Advisers

The platform aims to process plan transactions from reputable, timely providers.

Products July 31st, 2018

JHRPS Launches Interactive Data Aggregation Feature

Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

MARKET MIRROR

Friday, the Dow climbed 443.86 points (1.74%) to 25,883.25, the NASDAQ was up 45.46 points (0.61%) at 7,472.41, and the S&P 500 increased 29.87 points (1.09%) to 2,775.60. The Russell 2000 closed 24.14 points (1.56%) higher at 1,569.25, and the Wilshire 5000 gained 310.98 points (1.09%) to finish at 28,804.23.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.666%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.996%.

WEEK’S WORTH: For the week ending February 15, the Dow gained 3.09%, the NASDAQ was up 2.39%, and the S&P 500 increased 2.50%. The Russell 2000 climbed 4.17%, and the Wilshire 5000 finished 2.66% higher.

Industry White Papers

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