Search results for: volatility

One-third saving for retirement expect the election results will negatively impact their nest eggs.

A few data points in particular jump out of a new Charles Schwab study that clearly indicate the fundamental changes experienced by the advisory industry in the last...

A new BlackRock survey finds opportunities for investors wanting to help concerned Americans.

They also anticipate that as the election draws near, the markets will become more volatile.

Prudential Reduces Fees on Mutual Funds; Beaumont Capital Management Releases Smart Beta Series; Ivy Launches NextShares Exchange-Traded Managed Funds; and more

Usage of managed account products in the qualified default investment alternative slot remains fairly muted, but some providers say new strategies and technology will be a big boost.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss. 

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. 

The growing platform will offer podcasts, publications, and other materials designed to help institutional investors generate the best outcomes.

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.

However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities.

Daily news headlines on “Brexit” and other complicated global events may push the financial markets into occasional uncertainty, but there's plenty advisers can do to help mitigate the...

Mobile banking apps are the most commonly used online tool.

Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

Increasing life expectancy, disappearing sources of guaranteed income, and historically low yields on bonds make for some tough fixed-income investing conditions; a disciplined approach can help.