Tag: wealth management mergers and acquisitions

Deals & People February 10th, 2020

There Were 13 RIA Transactions in January Totaling $18.9 Billion

After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.

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2020 PLANADVISER National Conference

Sep 14-Sep 18, 2020
Online Conference

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

MARKET MIRROR

Thursday, the Dow rose 92.39 points (0.36%) to reach 25,827.36, the NASDAQ was up 53.00 points (0.52%) to close at 10,207.61, and the S&P 500 was up by 14.15 points (0.45%) to finish at 3,130.01. The Russell 2000 inched upwards by 4.55 points (0.32%) to end at 1,431.86, and the Wilshire 5000 gained 137.65 points (0.43%) for a 31,876.75 close. The price of the 10-year Treasury note was up 0/32, lowering its yield to 0.673%, and the price of the 30-year Treasury bond was down 2/32, increasing its yield to 1.432%.

WEEK’S WORTH: For the week ended July 2, the Dow was up 3.25%, the S&P 500 gained 4.02%, and the NASDAQ increased by 4.62%. The Russell 2000 was up by 3.85%, and the Wilshire 5000 was up by 3.89%.

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