Search results for: volatility
Investment Product and Service Launches
Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.
Sponsored by PIMCO
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond,...
Sponsored by PIMCO
Study Suggests Women Are More Likely to Heed Financial Advice
According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.
Investment Product and Service Launches
Vanguard makes changes to active equity funds; Global X Funds presents TargetIncome ETFs; Northern Trust launches multi-dimensional fund; and more.
Retirement Industry People Moves
Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.
Passives, Smart Beta and Alternatives Reshape Investment Landscape
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over...
Millennials Reluctant to Invest in the Market
However, there are things retirement plan advisers and sponsors can do to encourage them to take on more risk.
Fixed Income Favored in 401(k) Trades During June
According to the Alight Solutions 401(k) Index, June was a slow month for trading in defined contribution plans; when 401(k) investors made trades, they tended to favor fixed...
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Independent RIAs’ AUM Grew 16.2% in 2017
The median firm increased its client base by 4.8% last year, up from 3.6% the year before.
Pension Buyout Market Strains Should Lead DB Plan Sponsors to “Hibernate” Plans
Mercer suggests pension sponsors should now focus on the shakeout that lies ahead, with the potential bifurcation between liabilities sold to insurers and the hard stuff kept on...
Vanguard Reduces Investing Costs with Latest ETFs
The firm will offer commission-free online transactions for specific funds.
Different Cash Balance Plan Interest Crediting Rates Can Lead to Different Results
October Three analyzes five different interest crediting rates used by cash balance plans and how they affect funding and participant benefits.
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with...
Creative Funding Strategies DB Clients Should Consider
Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of...
Experts Probe Potential Signs of Variable Annuity Sales Recovery
Variable annuities continue to face challenges in the wake of transaction processing disruptions caused by the now-vacated DOL fiduciary rule; however, experts anticipate sales to recover as business...
Investment Products and Services Launches
Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.
TDF Investor Behavior Improves, But Allocation Mistakes Remain Common
Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.
Plaintiff Loses Second Attempt at Stock Drop Suit Against Edison
A federal judge is allowing the plaintiff one last chance to make more context-specific arguments in her case.
Workers Are Comfortable, Yet Concerned Over Stock Market
An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings.