Tag: separately managed accounts

Products October 1st, 2020

Investment Product and Service Launches

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and more.

Products November 21st, 2019

Investment Product and Service Launches

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.

Investing August 22nd, 2018

Argument for Less SMA Use by DB Plan Sponsors

Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.

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Proprietary Fund Usage

Highlights of BrightScope’s proprietary research

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

Choice and Simplicity
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MARKET MIRROR

Friday, the Dow closed 112.11 points (0.39%) higher at 28,606.31, the NASDAQ closed 42.32 points (0.36%) lower at 11,671.56, and the S&P 500 was virtually unchanged at 3,484.81. The Russell 2000 decreased 5.07 points (0.31%) to 1,633.81, and the Wilshire 5000 was down 33.23 points (0.09%) at 35,960.35.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.747%. The price of the 30-year Treasury bond decreased 3/32, bringing its yield up to 1.532%.

For the week ending October 16, The Dow was down 0.07%, the NASDAQ gained 0.79%, and the S&P 500 increased 0.22%. The Russell 2000 decreased 0.23%, and the Wilshire 5000 finished 0.22% higher.

Industry White Papers

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
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities