Tag: investment mangers

Deals & People February 22nd, 2019

Retirement Industry People Moves

Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head: and more.

Deals & People April 27th, 2018

Retirement Industry People Moves

Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.

Products February 8th, 2018

Investment Products and Services Launches

Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.

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

Friday, the Dow gained 306.62 points (1.20%) to finish at 25,886.01, the NASDAQ closed 129.38 points (1.67%) higher at 7,895.99, and the S&P 500 increased 41.08 points (1.44%) to 2,888.68. The Russell 2000 was up 31.99 points (2.19%) at 1,493.64, and the Wilshire 5000 climbed 441.45 points (1.51%) to 29,597.82.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.558%. The price of the 30-year Treasury bond fell 1 27/32, increasing its yield to 2.037%.

WEEK’S WORTH: For the week ending August 16, the Dow fell 1.53%, the NASDAQ was down 0.79%, and the S&P 500 decreased 1.03%. The Russell 2000 lost 1.28%, and the Wilshire 5000 finished 1.16% lower.