Tag: Mergers

Deals & People January 12, 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

Partnering to Simplify the Complex
Sponsored by Ascensus

MARKET MIRROR

Wednesday, the Dow was down 38.56 points (0.16%) at 24,748.07, the NASDAQ closed 14.14 points (0.19%) higher at 7,295.24, and the S&P 500 was up 2.25 points (0.08%) at 2,708.64. The Russell 2000 increased 3.76 points (0.24%) to 1,583.56, and the Wilshire 5000 gained 41.86 points (0.15%) to finish at 28,141.52.

The price of the 10-year Treasury note decreased 11/32, bringing its yield up to 2.871%. The price of the 30-year Treasury bond fell 24/32, increasing its yield to 3.059%.

Industry White Papers

BEST PRACTICES FOR ADDRESSING AUTOMATIC PARTICIPANT ROLLOVERS Saving plan sponsors time and money while reconnecting participants with their retirement savings
The True Definition of Payroll Integration Is your retirement plan fully integrated with your payroll system? Here’s how you can tell.
Retirement Income: Don’t Make Perfect the Enemy of the Good Surveys suggest there’s growing momentum to embrace practical retirement income solutions in DC plans.