Search results for: volatility
ERISA Attorney Q&A: Customization and Litigation
One expert attorney says sophisticated employers with the right internal expertise might want to explore custom default target-date funds, while others may not want to go down this...
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to...
Recent Strong Returns Make the Future More Challenging, J.P. Morgan Says
The asset management firm points to the importance of increasing savings and diversification as two ways to counteract potential lower returns.
Senators Talk GameStop, Meme Stocks, Payment for Order Flow and More
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order flow? The Senate Banking Committee tackled all these...
Even Top Financial Advisers Have Been Hurt by COVID-19
However, many are implementing new practices and technologies to combat these effects.
Franklin Templeton Reviews How Vaccines, Inflation Worries Will Affect Markets
Experts analyzed market performances from last year and outlined what they anticipate for 2021.
Regulatory & compliance | litigation
A Question of Liability
When the rash of litigation yields scant legal precedent, what can advisers take away?
Trends
The New ‘60/40’ Portfolio?
Adjusting the composition of investments to meet new market realities.
Retirement Industry People Moves
Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins Jackson Lewis P.C.; and more.
Investment Product and Service Launches
Vanguard releases international bond index fund; Putnam Investments will launch active ETF strategies; and Alger expands CIT offerings.
Investment Product and Service Launches
Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and more.
Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Neal Proposes New Bill to Help Multiemployer Pensions
The bill would also extend funding relief for single-employer defined benefit plans.
Even As Industry Consolidates, Breakaways Remain Common
Data from Echelon Partners shows the number of adviser or adviser team ‘breakaways’ declined by nearly 20% in 2020 versus 2019. However, 2019 set the record for breakaway...
Investment Products and Service Launches
Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime Income Builder.
15th Anniversary of RPAY: Josh Ulmer
His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and the retirement outlook for participants.
The Future of the 60/40 Portfolio
Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective in the future—it’s the components.
Measuring Success an Important Part of Financial Wellness Programs
Whether they take part in implementing the programs or not, advisers can help clients establish metrics for measuring the success of financial wellness programs.
Remember to Give the Gift of Rebalancing
As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.