Stock-Trading Platform Robinhood Launches IRA with 1% Match
Robinhood, which came to fame during the pandemic stock-trading boom, enters the retirement space via an IRA with an automatic...
The Markets
Bear Market Draws Attention to Actively Managed Funds
Active and passive funds have both found success in retirement saving plans, but recent volatility is providing further analysis for...
Asset Managers Scramble to Offer In-Demand Investment Vehicles
Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
Retirement plan advisers should be aware both of SEC charges against those offering ESG funds, as well as the new...
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
DOL's final rule clears regulatory hurdles for retirement plan fiduciaries to implement, or ignore, ESG investing.
Alternative Asset Managers Release Tool for ESG Disclosure
The ESG Integrated Disclosure Project is intended to provide a standard format for ESG-related disclosures and to offer companies a baseline...
Self-Directed Investors Confidence Down Due to Challenging Market
Nearly half of self-directed investors feel less confident in their ability to save enough money to live comfortably throughout retirement,...
Top ESG Focus Areas for Big Investors Are Labor Rights, Gender Equality
Institutional investors in Q3 are not overwhelmingly focused on climate issues, with 41% considering social and governance concerns, according to...
Current Annuities Boom Still Likely Faint for DC-Plan Advisers
Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers...
FTX Bankruptcy Has Chilling Effect on Crypto Use in Retirement Plans
The collapse of the cryptocurrency exchange and related plummet in the crypto market has increased concern about including the asset...
ESG Interest ‘Relatively Weak’ for Do-It-Yourself Retirement Investors
Among new, self-directed DC retirement plan participants, ESG fund allocation is ‘relatively modest when offered in the core menu,’ according...
ForUsAll Will Drop DOL Crypto Suit if Court Confirms Prior Guidance is Non-Binding
ForUsAll CEO David Ramirez says the firm offered to drop its lawsuit against the DOL so long as the agency...
401(k) Trading Sees Another Light Month in October
Investors favored moving assets into fixed income funds during 18 out of 21 trading days.
Experts: Big Investors, Fiduciaries in “Purgatory” Awaiting DOL ESG Rule
Lack of clarity from the DOL about ESG governance for retirement plans added to a drop in ESG incorporation by...
Private Real Estate Funds Are Up 7.4%. Can More DC Participants Get a Foot in the Door?
Private real estate investments typically only available for institutional and wealthy investors can be a stable hedge against inflation and...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...
ESG Adoption Slow Among DC Plans
One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.
The Challenges and Opportunities for ESG Portfolios
Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it...
September 401(k) Trading at its Lowest Point Since March 2020
The latest data from Alight Solutions show all but two trading days saw net trades moved from equities to fixed...