Search results for: volatility

A report based on data from participants in the Schwab Personal Choice Retirement Account says 18.7% of SDBA accounts were managed by an independent investment adviser.

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...

A survey finds that to prevent future retirees from challenges, governments and employers will have to step up to the plate.

Researchers from Vanguard say an investment that includes the bonds of all markets and issuers would theoretically benefit from the greater number of issues, securities, and markets, and...

Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy.

Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has...

TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF.

The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more.

The flows went primarily to bond, stable value and money market funds.

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

For advisers, 78% of respondents to a survey who use advisers indicate their advisers discuss risk tolerance, although only 50% say they discuss guaranteed lifetime income with their...

Market volatility weighed down returns, with Corporate Plans seeing a median first quarter loss of 0.78%.

A broad new Investment Company Institute analysis shows the expense ratios of target-date mutual funds have fallen 34% since 2008, alongside the expense ratios of most other types...

Following up on a broad discussion of market volatility, John Diehl, SVP of strategic markets for Hartford Funds, encourages advisers to consider new means to separate their service...

PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective...

Favorable equity market and interest rate forces resulted in a 2% increase in the average U.S. pension plan funded status during April.

Paying off debt is their second greatest fear, Franklin Templeton found in a survey.