Tag: digital advice

Data and Research December 12th, 2017

Fewer People Rely on Employer as a Source of Investment Advice

Investors are more likely to blend live and digital sources of advice, a survey found.

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Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference

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An excerpt from Una Morabito's Keynote lecture at the PLANSPONSOR National Conference 2019

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Apu Sikri & Ralph Haberli

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

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An Interview with Rick Fulford EVP Head of U.S. Retirement at PIMCO

Friday, the Dow lost 159.72 points (0.59%) to finish at 26,935.07, the NASDAQ fell 65.21 points (0.80%) to 8,117.67, and the S&P 500 closed 14.75 points (0.49%) lower at 2,992.04. The Russell 2000 was down 1.73 points (0.11%) at 1,559.75, and the Wilshire 5000 decreased 139.47 points (0.45%) to 30,610.63.

The price of the 10-year Treasury note increased 27/32, bringing its yield down to 1.725%. The price of the 30-year Treasury bond climbed 1 28/32, decreasing its yield to 2.158%.

WEEK’S WORTH: For the week ending September 20, the Dow lost 1.05%, the NASDAQ finished 0.72% lower, and the S&P 500 decreased 0.51%. The Russell 2000 fell 1.17%, and the Wilshire 5000 was down 0.50%.

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
Hooker & Holcombe 2019 Municipal Pension & OPEB Report Puzzled by how your pension & OPEB plans stack up against other municipal plans?
How a Custodian Started Up a Fintech Solution for CIOs Asset allocators struggle to harness portfolio data in a way that efficiently and effectively supports their investment process. Comprehensive, high-quality, nimble and accessible data: that’s the objective. Most asset owners find themselves at an inflection point with their infrastructure, and need to modernize quickly.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.