The Markets

Considering factors other than participant age when determining target-date fund (TDF) asset-allocation strategy can improve outcomes.

Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.

Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic crisis.

Sponsors and participants may be ready for the concept of “financial wellness,” speakers told the 2012 PLANADVISER National Conference.

A good quarterly review starts with an effective meeting agenda, panelists told attendees of the 2012 PLANADVISER National Conference.

Nontraditional investment opportunities are attracting more investors looking to protect wealth, achieve returns and generate income, according to a recent poll.

Though advisers are more likely to choose mutual funds over exchange-traded funds (ETFs) to access alternatives, ETFs are catching up.

Delivering the opening keynote at the 2012 PLANADVISER National Conference in Orlando on Monday, BlackRock Senior Adviser Bob Doll...

The size of defined contribution (DC) participant balances declined in the second quarter of 2012 by more than 2%, according to the Callan DC Index.

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

Russell Investments has seen a marked uptick in interest in investment outsourcing from larger corporate defined benefit (DB) plans.

One in three investors said they are less willing to take on risk, and many regret pre-recession financial decisions, a TD Ameritrade Investor poll found.

Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.

The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.

The median return of BNY Mellon’s U.S. Master Trust Universe was -1.47% for the second quarter, driving down performance for the typical fund to 5.65% year over year.

A heightened interest in alternative investments among advisers and clients calls for education about those investments' role in portfolios, a source at Russell Investments told PLANADVISER.  

Defined benefit (DB) plans experienced the worst decrease in funded status in the 12 years since Milliman Inc. began tracking it.

Negative domestic and international returns may have caused U.S. institutional investment plan sponsors in the Northern Trust Universe to lose 1.5% at the median in the second quarter.

Vanguard announced new investment advisory arrangements for Vanguard Windsor Fund, Vanguard International Value Fund and Vanguard Global Equity Fund.

The funded status of the typical U.S. corporate pension plan reached a record low in July.