Tag: financial wellness education

Practice Management December 28th, 2018

Looking Back at the Value of Financial Wellness in 2018

From targeted education to utilizing investments, 2018 highlighted different areas of financial wellness.

Client Service August 7th, 2018

Financial Wellness Offerings a Value-Added Service for DC Plan Clients

Adding education about managing debt to advisers’ offerings will increase their competitiveness as well as the effectiveness of clients’ DC plans, LIMRA SRI says.

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

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

Fiduciary outsourcing: Understanding the options Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.
Retirement 2020—New research to capitalize on trends Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive