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Tag: next generation advisers. succession planning

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Next Generation Producers

More advisers are in their 40s—and they are successful.

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‘Secure Act 2.0’ Likely to Become a Reality
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10th Circuit Affirms Great-West Fee Suit Dismissal
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Scrutinizing TDFs and Considering Balanced Funds
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Seeing the Bigger QDIA Picture
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With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

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RIA Aggregators Aim for Small-Plan Market Expansion
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10th Circuit Affirms Great-West Fee Suit Dismissal
The Personalized Choice
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Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
A Season for Change

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2021 Virtual PLANADVISER National Conference

September 30, 2021 | Virtual Conference

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PLANADVISER Editorial Video - Participant Insights

The Personalized Choice
Sponsored by Securian Financial

MARKET MIRROR

Tuesday, the Dow gained 278.24 points (0.80%) to finish at 35,116.40, the Nasdaq closed 80.23 points (0.55%) higher at 14,761.30, and the S&P 500 increased 35.99 points (0.82%) to 4,423.15. The Russell 2000 was up 8.09 points (0.36%) at 2,223.58, and the Wilshire 5000 climbed 309.62 points (0.68%) to 45,957.97.

The price of the 10-year Treasury note was unchanged, with its yield at 1.178%. The price of the 30-year Treasury bond increased 23/32, bringing its yield down to 1.847%.

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Demystifying the Language of Retirement Find out what terms and explanations click with DC plan participants.

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