Search results for: volatility

A new survey finds that only 27% of clients have been informed on potential loss in a market crash.

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to...

Predictions vary around market returns and interest rates for 2017, although some have predicted rates solidly above 5% by the end of 2018. 

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.

Exchange-traded funds have struggled for years to enter the defined contribution market; they could see more success under a tighter fee and regulatory environment. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research...

While market volatility and geopolitical events are major concerns for advisers, a new study suggests most aren’t utilizing strategies that can address these issues, such as strategic beta.

The company offers an article with a checklist for plan sponsors to use.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

Current savings models for defined contribution plan participants should be accompanied by education about the realities of life.

Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes. 

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them.