Tag: managed account services

Products July 19th, 2018

Investment Product and Service Launches

Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; and more.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

Two Key Themes for DC Plans
Sponsored by PIMCO

MARKET MIRROR

Tuesday, the Dow closed 69.84 points (0.26%) lower at 26,492.21, the NASDAQ was up 14.22 points (0.18%) at 8,007.47, and the S&P 500 decreased 3.81 points (0.13%) to 2,915.56. The Russell 2000 increased 3.49 points (0.20%) to 1,708.81, and the Wilshire 5000 was down 10.75 points (0.04%) at 30,302.60.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 3.092%. The price of the 30-year Treasury bond was up 3/32, decreasing its yield to 3.222%.

Industry White Papers

Improving Plan Health Plan sponsors' perspectives on plan health and the drivers that can impact it
Target Date Fund Selection: More than Active vs. Passive Learn why glide path and asset allocation matter more than active or passive in TDFs.
Out of Sync? What plan sponsors need to know about retirement readiness Learn more about the insights gleaned from the MassMutual Retirement Savings Risk Study, download a copy of our white paper today.