Search results for: volatility

A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest.

Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors. 

At year-end 2018, 66% of new plan entrants were enrolled via automatic enrollment.

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.

History shows it is one thing to feel prepared, and quite another to be prepared.

Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...

Fidelity analyzed the balances of those who remained invested in their 401(k) in the decade following the Great Recession of 2008 and found that the balances went from...

Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found.

In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.

And the use of 401(k) loans fell to a nine-year low of 22.5% in 2018, according to T. Rowe Price’s annual participant data benchmarking report.

However, fewer RIAs and fee-based advisers expect consolidation to increase in the next 12 months, compared to five years ago.

Mike Sasso, with Portfolio Evaluations, and a professor at Boston University,  explained a new way of thinking to get plan sponsors to focus on retirement income for participants.

Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.

In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers.

Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year...