Tag: fee-based adviser

Practice Management May 23rd, 2018

Advisers Believe AI Will Create Competitive Advantage

They plan on using it to better understand clients’ needs.

Products May 1st, 2018

Nationwide Debuts New Website for Advisers and RIAs

The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.

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

One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes
Sponsored by OneAmerica

MARKET MIRROR

Friday, the Dow closed 181.18 points (0.70%) higher at 26,031.81, the NASDAQ gained 67.84 points (0.91%) to finish at 7,527.55, and the S&P 500 was up 17.79 points (0.64%) at 2,792.67. The Russell 2000 climbed 14.51 points (0.92%) to 1,590.06, and the Wilshire 5000 increased 187.01 points (0.65%) to 28,986.31.

The price of the 10-year Treasury note increased 13/32, bringing its yield down to 2.653%. The price of the 30-year Treasury bond climbed 23/32, decreasing its yield to 3.013%.

WEEK’S WORTH: For the week ending February 22, the Dow was up 0.57%, the NASDAQ gained 0.74%, and the S&P 500 increased 0.62%. The Russell 2000 climbed 1.33%, and the Wilshire 5000 finished 0.63% higher.

Industry White Papers

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