Search results for: volatility
A Conversation About Managed Accounts
Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice...
Emergency Savings Preparedness and Perceptions
According to EBRI, workers with household incomes of $75,000 or more are more than twice as likely to say they feel they can handle an emergency expense than...
The ‘Why’ Behind eMoney-Nationwide Wellness Tech Partnership
Speaking about her firm’s new partnership with eMoney, Nationwide’s Rona Guymon says the time is ripe for the integration of retirement income products with holistic advisory and financial...
On the Future of Tech Stocks
A new analysis shows the MSCI World Information Technology Index reach a valuation peak in January, clocking the tech sector’s highest valuation level since the dot-com bubble burst.
What It Takes to Prepare for Retirement
J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.
The Keys to Delivering Valuable Financial Wellness Benefits
As inflation chips away at people’s spending power and concerns about a recession cause substantial stress, employers can provide targeted benefits that build employee loyalty and protect productivity.
2022’s Asset and Wealth Management Landscape So Far
According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and wealth management deal volume has continued at a...
ERISA vista
Cryptocurrency in DC Plans
The DOL explains the digital investment products’ risks and challenges.
MODERN INVESTMENT MENU / COVER STORY
Paving the Way
Approaches to adding income products into DC plan design—but not on the menu.
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the lessons of past economic and market cycles.
401(k) Investors Still Cautious in Volatile Market
Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
Investment Product and Service Launches
Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.
Investment Product and Service Launches
Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide adds new solution to address market volatility; and...
Fixed Annuity Products Lead Annuity Sales
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
Retirement Prospects in the US: ‘Not Great, Not Bad’
Among U.S. workers who have already retired, just 3% describe their situation as ‘living the dream,’ while 37% say they are comfortable.
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected...
‘Massive’ Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
The SEC says the charges and settlement show even the most sophisticated institutional investors, like pension funds, can become victims of wrongdoing.
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey...