401(k) Trading in August Reflects 2nd Lowest Month in History
Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the...
The Markets
401(k) Balances Reflect Volatile Period for Markets
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
Understanding Investor’s Evolving Concerns
Investors are less confident making decisions on their own, but most see positive change when they receive help from an adviser, according to data from Principal.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves...
Annuity Sales Break Record for Second Quarter
Fixed-rate deferred annuity and registered index-linked annuity sales reach an all-time high in the second quarter, according to LIMRA.
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated...
Light 401(k) Trades in July Even as Wall Street Posts Strong Month
The latest data from Alight Solutions shows there were no above-normal trading days.
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research...
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
On the Future of Tech Stocks
A new analysis shows the MSCI World Information Technology Index reach a valuation peak in January, clocking the tech sector’s...
401(k) Investors Had an Active Trading Month in June
The latest data from Alight Solutions shows five above-normal trading days in June.
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
In Many Ways, ESG Is Nothing New
While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and...
401(k) Investors Still Cautious in Volatile Market
Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
Investing in a ‘Circular Economy’
A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
401(k) Investors Display Poise as the Market Struggles
Investors limit reactionary trades despite equity markets posting their worst month in two years.
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...