Search results for: volatility
How Participants Have Responded to This Year’s Economy
A T. Rowe Price study shows participants have not changed their loan distribution or withdrawal behavior despite increased inflation and market volatility.
PANC 2022: Participant Mindsets and Communication Strategies
Financial stresses increase the need for advisers to communicate with participants.
Investment Product and Service Launches
Vontobel continues multi-boutique expansion in North America; AllianceBernstein launches active ETFs; and more.
Investment Product and Service Launches
Morgan Stanley at Work unveils participant aggregation platform; Broadridge launches next-gen client communications experience; GMO launches asset management platform for RIAs; and more.
Sponsored by Nationwide
The Right Team Is Key to a Successful PRT
Interview with Paula Cole, vice president of Nationwide’s pension risk transfer business.
Sponsored by Nationwide
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.
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life event, virtually all of them found the interaction...
Trends
Asset Flows Affect Plan Decisions
Clients can adjust for the economy to protect participant savings.
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
New Solution Focuses on Held-Away Account Management
Via a new partnership with Pontera, Dynasty Financial Partners’ adviser clients will gain greater visibility into held-away accounts, including 401(k)s and 403(b)s.
Workers Remain Worried About Inflation’s Impact on Retirement
High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost confidence.
Meet SageView’s New COO, Fresh From Goldman Sachs
Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing...
Huntington National Bank, PAi Partner on 401(k) Solution
The new solution will help to promote plan participation and engagement.
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller firms that can be ‘tucked into’ CAPTRUST’s existing...
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice...
Emergency Savings Preparedness and Perceptions
According to EBRI, workers with household incomes of $75,000 or more are more than twice as likely to say they feel they can handle an emergency expense than...
The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of retirement income products with holistic advisory and financial...
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 highest valuation level since the dot-com bubble burst.
What It Takes to Prepare for Retirement
J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.
The Keys to Delivering Valuable Financial Wellness Benefits
As inflation chips away at people’s spending power and concerns about a recession cause substantial stress, employers can provide targeted benefits that build employee loyalty and protect productivity.