Search results for: volatility
Investing Aggressively Doesn’t Match Saving Consistently
Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity...
Average 401(k) Equity Allocation Surpasses 70%
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index...
A Markedly Positive Mid-Year Market Check-In
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half...
Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service...
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
Advisers Have Their Eyes Keenly Trained on Risk Management
The majority prioritize effective risk management of their clients’ portfolios over generating the highest gains, Allianz found in a survey.
How Advisers Can Play a Role in Serving Gig Workers
This part of the workforce needs holistic advice on employee benefits and help understanding basic finances. Sources agree the industry will have to evolve to effectively serve this...
Cover Story
A Season for Change
Advising clients about the SECURE Act’s new lifetime income safe harbor.
PLAN DESIGN | Demographics
Through the Ages
How well is each generation faring in its climb toward retirement readiness?
Investment Product and Service Launches
Voya Financial offers NQDC portfolios for workplace clients; Investics announces enhancements to cloud ecosystem; PGIM launches new active aggregate bond ETF; and more.
Raytheon Sues Allianz Over Pension Fund Performance
The plaintiffs in a new lawsuit against Allianz Global Investors say the asset manager failed to provide the hedging strategies it said it would include in a pension...
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
Adviser Op-Ed: The Case for Custom Default Investment Solutions
Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have over time—from closed architecture, proprietary solutions to open...
ERISA Attorney Q&A: Customization and Litigation
One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while others may not want to go down this...
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to...
Recent Strong Returns Make the Future More Challenging, J.P. Morgan Says
The asset management firm points to the importance of increasing savings and diversification as two ways to counteract potential lower returns.
Senators Talk GameStop, Meme Stocks, Payment for Order Flow and More
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order flow? The Senate Banking Committee tackled all these...
Even Top Financial Advisers Have Been Hurt by COVID-19
However, many are implementing new practices and technologies to combat these effects.
Franklin Templeton Reviews How Vaccines, Inflation Worries Will Affect Markets
Experts analyzed market performances from last year and outlined what they anticipate for 2021.