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

Friday, the Dow was up 37.07 points (0.14%) at 27,219.52, the NASDAQ closed 17.75 points (0.22%) lower at 8,176.71, and the S&P 500 was down 2.18 points (0.07%) at 3,007.39. The Russell 2000 increased 3.07 points (0.20%) to 1,578.14, and the Wilshire 5000 decreased 21.16 points (0.07%) to 30,764.47.

The price of the 10-year Treasury note decreased 1 2/32, bringing its yield up to 1.905%. The price of the 30-year Treasury bond fell 2 6/32, increasing its yield to 2.377%.

WEEK’S WORTH: For the week ending September 13, the Dow gained 1.58%, the NASDAQ was up 0.91%, and the S&P 500 increased 0.96%. The Russell 2000 climbed 4.85%, and the Wilshire 5000 finished 1.20% higher.

Industry White Papers

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.