Tag: legacy planning

Client Service September 16th, 2019

Planning for Wealth Transfer a Value Add From Financial Advisers

Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers stretch clients’ inheritances over their lifetimes.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow climbed 164.68 points (0.48%) to 34,200.67, the Nasdaq was up 13.58 points (0.10%) at 14,052.34, and the S&P 500 gained 15.05 points (0.36%) to finish at 4,185.47. The Russell 2000 increased 5.60 points (0.25%) to 2,262.67, and the Wilshire 5000 closed 118.69 points (0.27%) higher at 43,887.92.

The price of the 10-year Treasury note and the 30-year Treasury bond each were down 1/32, increasing their yields to 1.591% and 2.281%, respectively.

For the week ending April 16, the Dow finished 1.18% higher, the Nasdaq increased 1.09%, and the S&P 500 gained 1.37%. The Russell 2000 was up 0.89%, and the Wilshire 5000 climbed 1.39%.

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.