The Markets

Among mutual fund–owning households, more households headed by Millennials than Baby Boomer households held their funds only through employer-sponsored retirement plans, the Investment Company Institute found.

Net redemptions from Money Market funds in September totaled $21.1 billion.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Retirement plan sponsors and advisers need to ensure managed accounts are properly used by participants.

Retirement plan sponsors clients may see some effects from the new rules.

You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. 

The company expects the actions will reduce the overall size of its pension obligations by approximately $1.77 billion.

A growing number of NQDC plan sponsors offer participants the opportunity to make “in-service” distribution elections.

However, Aon Hewitt data shows new contributions continue to favor stocks, with 65.7% of employee contributions investing in equities—a slight increase from 65.6% in August.

More than half (55%) of the DC plan advisers surveyed by Ignites Retirement Research either plan to, or are very likely to review the mutual funds used in...

However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.

A traditional 60/40 portfolio is up more than 7% so far this year, while a conservative 20/80 portfolio remains up almost 10% through the first three quarters of...

Daily news headlines on “Brexit” and other complicated global events may push the financial markets into occasional uncertainty, but there's plenty advisers can do to help mitigate the...

However, participants mostly stayed put, as trading activity was very low.

Sean Rhoderick, taxable fixed-income investing leader at PNC Capital Advisors, outlines unique opportunities driven by conflicted central bank policies and a persistently abnormal rate environment. 

The bifurcation in demand within the money market fund space continued, Strategic Insight data shows.

The institutional investors surveyed by Greenwich Associates are experiencing longer execution times, increased execution costs and more difficulty sourcing bond securities and completing trades.

Why managed accounts are viewed as preferable to target-date funds

New research from global analytics firm Cerulli Associates indicates that compliance with the new rule is the number one priority of managed account sponsors.

OCIO clients cite a lack depth of internal expertise to manage assets across a broad spectrum, especially as it pertains to alternatives exposure and global assets portfolios.