Search results for: volatility
Op-Ed: Modernizing Fixed Income in Plan Lineups: Addressing Four Key Challenges
Janus Henderson’s Adam Hetts takes a deep dive into the risk and reward of fixed-income investments in plan lineups, identifying some pressing challenges that deserve plan advisers’ attention...
Self-Directed Investors Favor Equities, Especially Tech Stocks
Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.
Investment Product and Service Launches
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; Vanguard Personal Advisor Services introduces five-fund active equity offer; and more.
Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism
Neal Shikes agrees that ESG factors can be an important part of institutional investors’ methodologies, but he also says retirement plan fiduciaries should be skeptical of some claims...
Sponsored by PGIM Investments
The Myth About Target Date Fund Participant Inertia
Are target date fund participants truly inactive, even during market volatility?
Sponsored by PGIM Investments
Sponsored by Manulife / /John Hancock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle...
Sponsored by Manulife / /John Hancock
Market Watchers Focus on Inflation
Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers,...
Calmer Summer Yields to Volatile Fall for U.S. Investors
Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
PRT Activity Anticipated to Increase Within the Decade
Several factors will likely drive more mid-market and large plan sponsors to initiate pension risk transfer (PRT) transactions, surveys show.
Investment Product and Service Launches
Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.
Passive Investing Has Performed Well, Even During COVID Crisis
In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the...
6th Circuit Ruling Might Increase Withdrawing Employer Risk for Multiemployer Plans
The appellate court has rejected the use of the "Segal Blend" when calculating withdrawal liability.
Investment Product and Service Launches
Fidelity launches real-time fractional and share trading to advisers; BlackRock rolls out private market tool; abrdn presents new industrial metals ETF; and more.
Volatility in Focus as Markets Swing on U.S., Global Headlines
It is always tempting for long-term investors to get caught up in weekly market moves, but experts continue to stress the importance of maintaining a strategic perspective and...
Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.
Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...
SDBA Trading Volumes Remain Unchanged in 2021
Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.
Investment Product and Service Launches
Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.
Investment Product and Service Launches
CUNA Mutual Group issues new annuity with Members Life; Lincoln Financial Group Partners with YourPath; and Allianz Life launches income and annuity solution.