Tag: investment platform

Products October 31st, 2019

Investment Product and Service Launches

Timeline partners with Morningstar aggregation service; Watchdog Capital introduces securities platform; Principal Global Investors creates combined emerging markets fixed income team; and more.

Products May 6th, 2019

New Morningstar Platform Enables Advisers to Research Investment Models

Called Model Marketplace, it also enables advisers to personalize strategies for clients.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Tuesday, the Dow fell 473.66 points (1.36%) to 34,269.16, the Nasdaq was down 12.43 points (0.09%) at 13,389.43, and the S&P 500 decreased 36.33 points (0.87%) to 4,152.10. The Russell 2000 closed 64.64 points (2.85%) lower at 2,206.99, and the Wilshire 5000 lost 296.14 points (0.68%) to finish at 43,219.02.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.619%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 2.353%.

Industry White Papers

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.