Tag: investment products

Products January 14th, 2021

Investment Product and Service Launches

Broadridge Financial Solutions collaborates with AI company; Franklin Templeton releases research hub; Morningstar launches market insights platform; and more.

Products September 10th, 2020

Investment Product and Service Launches

MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; and more.

Products June 12th, 2018

FPS Group Hires Executives to Support Investment Platform

Both professionals will assume vice president of business development roles.

Products January 11th, 2018

RetireUp Integrates with RepPro

The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

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

MARKET MIRROR

Thursday, the Dow gained 305.10 points (0.90%) to finish at 34,035.99, the Nasdaq closed 180.92 points (1.31%) higher at 14,038.76, and the S&P 500 increased 45.76 points (1.11%) to 4,170.42. The Russell 2000 was up 9.35 points (0.42%) at 2,257.07, and the Wilshire 5000 climbed 471.67 points (1.09%) to 43,769.22.

The price of the 10-year Treasury note increased 29/32, bringing its yield down to 1.555%. The price of the 30-year Treasury note climbed 1 3/32, decreasing its yield to 2.255%.

Industry White Papers

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.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.