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

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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

Participants Have The Right Mindset, But “We Still Have Work To Do”
Sponsored by Charles Schwab

MARKET MIRROR

Wednesday, the Dow gained 240.29 points (0.93%) to finish at 26,202.73, the NASDAQ closed 71.65 points (0.90%) higher at 8,020.21, and the S&P 500 increased 23.92 points (0.82%) to 2,924.43. The Russell 2000 was up 11.84 points (0.79%) at 1,509.85, and the Wilshire 5000 climbed 245.28 points (0.83%) to 29,961.03.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.586%. The price of the 30-year Treasury bond decreased 7/32, bringing its yield up to 2.067%.