Tag: investment solutions

Deals & People June 8th, 2018

Retirement Industry People Moves

Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.

Deals & People December 15th, 2017

Retirement Industry People Moves

T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and more.

Deals & People December 8th, 2017

Retirement Industry People Moves

AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; 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

MARKET MIRROR

Wednesday, the Dow lost 115.78 points (0.42%) to finish at 27,219.85, the NASDAQ closed 37.59 points (0.46%) lower at 8,185.21, and the S&P 500 decreased 19.62 points (0.65%) 2,984.42. The Russell 2000 was down 11.22 points (0.72%) at 1,550.78, and the Wilshire 5000 fell 192.48 points (0.62%) to 30,691.73.

The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.053%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.563%.