Tag: software

Products January 24th, 2018

Finworx Launches Finworx360 to Help Advisers Assess Clients’ Risk Tolerance.

The software includes a Behavioral Risk Survey that advisers can give to retirement plan participants.

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2020 PLANADVISER National Conference

Sep 14-Sep 18, 2020
Online 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

MARKET MIRROR

Thursday, the Dow fell 361.19 points (1.39%) to 25,706.09, the NASDAQ gained 55.25 points (0.53%) to finish at 10,547.75, and the S&P 500 was down 17.89 points (0.56%) at 3,152.05. The Russell 2000 decreased 28.48 points (2.00%) to 1,398.92, and the Wilshire 5000 closed 190.12 points (0.59%) lower at 32,170.28.

The price of the 10-year Treasury note increased 28/32, bringing its yield down to 0.603%. The price of the 30-year Treasury bond climbed 2 2/32, points, decreasing its yield to 1.316%.

Industry White Papers

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
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes