Search results for: volatility
2022’s Asset and Wealth Management Landscape So Far
According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and wealth management deal volume has continued at a...
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Cryptocurrency in DC Plans
The DOL explains the digital investment products’ risks and challenges.
MODERN INVESTMENT MENU / COVER STORY
Paving the Way
Approaches to adding income products into DC plan design—but not on the menu.
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 lessons of past economic and market cycles.
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.
Investment Product and Service Launches
Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.
Investment Product and Service Launches
Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide adds new solution to address market volatility; and...
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.
Retirement Prospects in the US: ‘Not Great, Not Bad’
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...
‘Massive’ Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
The SEC says the charges and settlement show even the most sophisticated institutional investors, like pension funds, can become victims of wrongdoing.
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...
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Fidelity’s Bitcoin 401(k) Offering Prompted a Plan Sponsor to Examine Plan Exposures
The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.
Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.
2022 RPAY – John O’Brien, Venture Visionary Partners
Business at a Glance as of 12/31/21Plan assets under advisement: $518,673,226 Median plan size (in assets): $3,151,216Plans under administration: 61Total participants served: 8,296PLANADVISER: As a retirement plan adviser, what...
2022 RPAY – Ken Catanella, UBS Financial Services
Business at a Glance as of 12/31/21Plan assets under advisement: $4.6 billionMedian plan size (in assets): $100 millionPlans under administration: 24Total participants served: 48,014PLANADVISER: Tell us about your...
Q1 M&A Deals Undaunted by Volatile Markets
New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats.