Tag: fiduciary advisers

Regulatory & compliance | analysis

Plan Governance

According to our survey analysis, sponsors may really need your help.

Products April 4th, 2018

Fi360 and 55ip Team Up to Help Advisers With Fiduciary Processes

55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Tuesday, the Dow lost 256.33 points (0.75%) to finish at 33,821.30, the Nasdaq closed 128.50 points (0.92%) higher at 13,786.27, and the S&P 500 was down 28.32 points (0.68%) at 4134.94. The Russell 2000 decreased 43.79 points (1.96%) to 2,188.21, and the Wilshire 5000 fell 380.22 points (0.87%) to 43,208.25.

The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.562%. The price of the 30-year Treasury bond climbed 30/32, decreasing its yield to 2.260%.

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.