Tag: financial planning software

Products November 14th, 2018

RightCapital, Commonwealth Partner on Financial Planning

RightCapital’s financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360.

Products May 11th, 2018

VALIC, RetireUp Offer Retirement Plan Participant Planning Tool for Advisers

Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

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

PLAY VIDEO

The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

CITs: A Demonstration of Commitment and Experience
Sponsored by OneAmerica

MARKET MIRROR

Yesterday, the Dow was up 65.23 points (0.25%) at 25,914.10, the NASDAQ increased 25.95 points (0.34%) to 7,714.48, and the S&P 500 closed 10.46 points (0.37%) higher at 2,832.94. The Russell 2000 climbed 10.39 points (0.67%) to 1,563.93, and the Wilshire 5000 gained 129.08 points (0.44%) to finish at 29,322.83.

The price of the 10-year Treasury note decreased 3/32, bringing its yield up to 2.603%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.014%.

Industry White Papers

How do you define great service? Understand the impact of service providers on retirement plan success
A Different Perspective on Sequence-of-Returns Risk Around Retirement Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.