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Tag: wealth manager

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes
Sponsored by OneAmerica
Connecting Wealth to Health in the Wellness Equation
Sponsored by John Hancock Retirement Plan Services
Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
Sponsored by Ascensus
Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
Sponsored by OneAmerica
Stable Value
Sponsored by MetLife

MARKET MIRROR

Thursday, the Dow gained 162.94 points (0.67%) to finish at 24,370.10, the NASDAQ closed 49.77 points (0.71%) higher at 7,084.46, and the S&P 500 increased 19.86 points (0.76%) to 2,635.96. The Russell 2000 was up 12.55 points (0.86%) at 1,467.25, and the Wilshire 5000 climbed 206.93 points (0.76%) to 27,266.49.

The price of the 10-year Treasury note decreased 8/32, bringing its yield up to 2.752%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.072%.

Industry White Papers

Fiduciary outsourcing: Understanding the options Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.
Retirement 2020—New research to capitalize on trends Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive