Tag: personalized service

Client Service March 4th, 2021

Reconsider Your Practices for Improved Client Outcomes

Key changes and questions can go far when engaging with clients.

Data & Research December 9th, 2020

American workers are expecting more from workplace programs, such as tailored communications and experienced representatives.

Client Service March 12th, 2018

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

Friday, the Dow lost 149.06 points (0.42%) to finish at 34,935.47, the Nasdaq closed 105.59 points (0.71%) higher at 14,672.68, and the S&P 500 decreased 23.89 points (0.54%) to 4,395.26. The Russell 2000 was down 13.78 points (0.62%) at 2,226.25, and the Wilshire 5000 fell 295.00 points (0.64%) to 45,707.99.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.230%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 1.897%.

For the week ending July 30, the Dow was down 0.36%, the Nasdaq fell 1.11%, and the S&P 500 decreased 0.37%. The Russell 2000 gained 0.75%, and the Wilshire 5000 finished 0.51% lower.