April 14, 2017
Lower Return Environment Highlights Role of Private Equity
New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.
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Low Levels of 401(k) Trading Measured During 2017
The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt.
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Adviser Client Base Skews Male
Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.
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Mercer Anticipates Acceleration of Pension Activity
“We have seen many iterations of de‑risking actions over the past decade, and we see full plan terminations as the next wave, as many frozen plan sponsors convert from gradual steps to a Big Bang,” Mercer says.
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MOST READ ARTICLES
1
COMPLIANCE
Court Again Dismisses ERISA Complaint Against Disney
2
COMPLIANCE
Sorting Out The Fiduciary Rule Curveball
3
COMPLIANCE
Advisory Firm Dodges ERISA Suit Against BB&T
4
DEALS AND PEOPLE
Retirement Industry People Moves April 17 to April 21
SPONSORED MESSAGE FROM MFS
Learn How MFS Actively Manages DC Investments
A talk with Joseph Flaherty, Chief Investment Risk Officer, MFS
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Investment Products and Service Launches
American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.
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Investing in Harmony
DOL guidance and Millennial interest spur plans to consider ESG
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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