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Tag: Retirement Plan Advisory

Deals & People March 9th, 2023

CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting

Monroe Vos founder says joining CAPTRUST will provide scale of economics.

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Deals & People
2023 Retirement Plan Adviser of the Year Finalists
Practice Management
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Practice Management
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Compliance
Complying With the Custody Rule and the New Custody Proposal
Compliance
Biden’s First Veto Keeps DOL’s ESG Rule in Place

Deals & People
The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO
Practice Management
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Data & Research
Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Client Service
More Than Ever, Clients Want Help With Retirement Income Planning
Investing
412(e)(3) Plans for Small-Business Clients

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MARKET MIRROR

Wednesday, the Dow lost 530.49 points (1.63%) to close at 32,030.11, the Nasdaq lost 190.15 points (1.60%) to close at 11,669.96 and the S&P 500 lost 65.90 points (1.65%) to close at 3,936.97. The Russell 2000 decreased 50.38 points (2.83%) to close at 1,727.36 and the Wilshire 5000 decreased 705.66 points (1.78%) to close at 38,969.05.

The price of the 10-year Treasury note decreased 5/32, bringing the yield to 3.444%. The price of the 30-year Treasury bond decreased 3/32, bringing the yield to 3.655%.

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