Tag: fixed income funds

Products March 28th, 2019

Investment Product and Service Launches

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice.

Products March 7th, 2019

Investment Product and Service Launches

BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.

Investing September 10th, 2018

TDFs Particularly Popular Among Younger Investors

Sixty-four percent of participants in their 20s own a TDF.

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

Redefining Wellness: It Starts with the Employer
Sponsored by Ascensus

MARKET MIRROR

Friday, the Dow was down 98.68 points (0.38%) at 25,764.00, the NASDAQ lost 81.76 points (1.04%) to finish at 7,816.29, and the S&P 500 decreased 16.79 points (0.58%) to 2,859.53. The Russell 2000 fell 21.48 points (1.38%) to 1,535.76, and the Wilshire 5000 closed 208.29 points (0.70%) lower at 29,521.58.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.396%. The price of the 30-year Treasury bond was up 4/32, decreasing its yield to 2.826%.

WEEK’S WORTH: For the week ending May 17, the Dow was down 0.69%, the NASDAQ lost 1.27%, and the S&P 500 decreased 0.76%. The Russell 2000 fell 2.37%, and the Wilshire 5000 finished 0.94% lower.