The Markets

New research shows that most investors ages 21 to 50 are generally familiar with the tax advantages of IRAs and have used them to save for retirement.

Morningstar Inc. launched three Morningstar Ultimate Stock-Pickers Indexes.

Investment managers currently view the markets as a “risk-on” opportunity, a survey found.

How communications are framed is known to influence how readers respond to them.

Inflation affects different types of investors in different ways. 

Only 22% of Americans say they are saving for retirement by contributing to an individual retirement account (IRA), according to a survey released by TIAA-CREF.

Assets in target-date funds (TDFs) grew to $380 billion by year-end 2011 and are targeted to reach $1.1 trillion in 2016.  

Forty-eight percent of plan sponsors who are not fully bundled indicate they would be open to bundling their retirement plans if convinced of the benefits. 

Private equity, hedge funds and real estate will drive a combined 20% of all manager search activity in the U.S. 

The Government Accountability Office (GAO) reemphasized its recommendation that the Department of Labor (DoL) provide guidance for defined benefit (DB) plans that invest in alternatives.

According to J.P. Morgan Asset Management’s 2012 market predictions, areas of concern for investors in 2011 have been some of the best-performing areas so far this year.

The Callan DC Index bounced back from a disappointing third quarter to post a gain of nearly 7% in the fourth quarter of 2011. 

An analysis of Fidelity-administered accounts reveals how much more retirement savings are accumulated for investors with both an individual retirement account (IRA) and 401(k).

In 2011, 18% of Vanguard retirement plan participants held extreme asset allocations—10% with only equities and 8% with no equities.

Open-end mutual funds had their strongest long-term flows in nearly two years with an estimated $44 billion in February inflows.

U.S. exchange-traded funds (ETFs) saw $15 billion in net inflows in February 2012.

Investors put an estimated $46 billion in net inflows into stock and bond mutual funds in the U.S. in February 2012.

Exchange-traded fund (ETF) assets increased by more than $44 billion in the month of February, up 3.9%.

Inflation is a major concern for plan sponsors and their participants when planning retirement investment portfolios. 

The latest S&P Target Date Scorecard indicates that further-dated target-date funds are continuing to generally have lower cross-sectional ranges of equity exposure than closer-dated funds, through not by...