Search results for: volatility
SEC Proposes Controversial Rule on Swing Pricing and Liquidity
The SEC proposed a new rule Wednesday that would require all open-ended funds, except money market funds and exchange-traded funds, to hold at least 10% of their investments...
Private Real Estate Funds Are Up 7.4%. Can More DC Participants Get a Foot in the Door?
Private real estate investments typically only available for institutional and wealthy investors can be a stable hedge against inflation and volatility. They’re available for DC retirement plans, but...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers at Leuthold Group break down why 60/40 may...
Retirement Consultant Gallagher Buys f3’s ‘Turnkey’ Wealth Management Platform
Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant needs.
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their plans.
Investment Product and Service Launches
Betterment launches cryptocurrency offering; MSCI launches index for investors seeking net-zero transition progress; Prime Trust launches all-in-one IRA solution after successful beta program; and more.
Market ‘Fear Factor’ Has Retail Annuities Booming. Can In-Plan Options Catch the Tailwind?
Market volatility is contributing to record sales of retail annuities. But in-plan annuities to provide guaranteed income in retirement are mostly still on the horizon due to lack...
Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report.
Inflation Concerns Have Spiked for Investors, with Retirement Effects
Investors who work with an adviser or financial professional are more likely to have a plan to generate income in retirement.
PANC
2022 PLANADVISER National Conference
Challenges plan advisers face when developing business strategies—and how to resolve them.
Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers
The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector, according to a report from Cerulli.
Retirement Industry People Moves
FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says.
Getting Advisers Comfortable With the Future of Retirement Planning
DCIO is out; co-distribution is in, according to a panel discussion at the LeafHouse National Retirement Symposium.
Financial Challenges Prevent Saving for Retirement
A new Goldman Sachs Asset Management retirement report finds myriad competing financial priorities are impeding participants from saving sufficiently for retirement.
Market Downturn May Drive Millennials to Cash Out Retirement Plans
New retirement research shows that plan participants are increasingly growing frustrated in today’s market.
Workers Worried About Inflation Are Delaying Retirement
A Nationwide Retirement Institute report shows a spike in workers who are feeling on ‘the wrong track’ for retirement.
Women’s Financial Health Hits 5-Year Low
Recent research from Ellevest examines 12 different indicators to track and understand women’s financial health.
Decumulation Is Personal
New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more complicated than saving for it.