Tag: Mergers

Deals & People January 12th, 2018

Retirement Industry People Moves

Allianz Hires Director for Marketing of Tools and Services; Colony Enacts Mergers with Bridgewater Wealth and BWA; Three Bell Capital Partners with BPM Advisors; 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.
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