Tag: request for proposal

Products December 15th, 2020

Benetic Introduces Provider Search Platform Tool

The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.

PANC

2018 PLANADVISER National Conference

Pathways to plan, participant and practice success

Practice Management September 27th, 2018

PANC 2018: Responding to RFPs

It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it can be a cumbersome process to respond.

Cover Story

Outscale the Competition

Mastering the RFP response can make your business grow

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Wednesday, the Dow closed 97.31 points (0.29%) higher at 34,230.34, the Nasdaq fell 51.08 points (0.37%) to 13,582.43, and the S&P 500 was up 2.93 points (0.07%) at 4,167.59. The Russell 2000 lost 6.92 points (0.31%) to finish at 2,241.37, and the Wilshire 5000 decreased 45.85 points (0.11%) to 43,513.75.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.578%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 2.247%.

Industry White Papers

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.