Tag: RIA business model

Data & Research December 20th, 2017

RIAs Lowering Fees by 20 to 30 Basis Points

They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.

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PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

THOUGHT LEADERSHIP
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

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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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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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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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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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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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

From Fiduciary 2.0 to 3.0–Carving Out a Role for Advisers As Chief Governance Officer
Sponsored by MassMutual

MARKET MIRROR

Friday, the Dow fell by 469.64 points (1.50%) for a 30,932,37 close, the NASDAQ ticked upwards by 72.91 points (0.56%) to end at 13, 192.34, and the S&P 500 gave up 18.19 points (0.48%) to 3,811.15. The Russell 2000 was basically unchanged, but up by 0.88 points (0.04%) to end at 2,201.05, and the Wilshire 5000 was down 120.72 points (0.30%) for a 40,508.68 close. The price of the 10-year Treasury note was up 31/32, decreasing its yield to 1.421%, and the price of the 30-year Treasury bond was up 1 27/32, lowering its yield to 2.132%.

WEEK’S WORTH: For the week ended February 26, the Dow declined by 1.78%, the S&P 500 lost 2.45%, and the NASDAQ was down 4.92%. The Russell 2000 declined by 2.90%, and the Wilshire 5000 fell by 2.87%.

Industry White Papers

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.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.
Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making