Search results for: volatility

Correlation does not always imply causation,  especially in finance, but you can count among the peripheral consequences of ‘Brexit’ a serious spike in the price of  future retirement...

Nearly one-third of respondents to a Willis Towers Watson survey have had their retirement plans audited by the IRS or DOL, and the rate is even higher among...

However, more Millennials than Baby Boomers expressed high levels of concern about market volatility and its impact on them reaching their retirement goals.

Evan Inglis says his new rule recognizes the lower level of returns we are likely to experience in coming years due to low interest rates and other factors...

Retirement plan advisers will need to help DC plan sponsors communicate to participants and help DB plan sponsors review their investment strategies.

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

New research from Prudential Retirement finds clear evidence that those who are more familiar with key financial topics are far likelier to describe them as important to the...

Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. 

Nearly three-quarters think the market volatility will settle down by year’s end.

Protecting assets and saving for retirement are also key goals.

At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010.

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

Advisers to DB plans should consider how the market and funding relief have affected the attractiveness of de-risking.

Those with 100% of their portfolio in a target-date fund are the least likely to exchange funds.

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

It enables advisers to compare glide paths, risks, returns and expenses.

Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting.