Search results for: volatility

DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing.

Most pension trackers reported that equity markets performed well in August but were offset by an increase in liabilities.

As people live longer, advisers must combat sequence risk while also driving growth to meet inflation, according to an investment services firm.

The SEC decided not to move ahead with what the mutual fund industry had argued would be a costly proposal to manage market volatility.

Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity brings new tech stack offering to midsized wealth...

Advisers say a quiet client response to the market drop is a good example of how regular education helps participants and plan sponsors.

Americans revealed the financial tasks they find very difficult and have not sought help to address.

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience platform; Voya offers a new stable value solution;...

Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also help book savings, according to Vanguard research. 

Pearl Diver Credit Co. Inc. launches initial public offering; Ocean Park Asset Management announces launch of 1st ETFs; TIAA launches AI platform to deliver lifetime income solutions and...

Advisers expect the stock market to experience more volatility in 2024 than in the previous year.

As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?

John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers a new small cap equity fund; and more.

Meanwhile, T. Rowe launches framework to evaluate retirement income offerings.

Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.

Panelists at the PLANSPONSOR National Conference discuss how participant data paired with plan design can help address saving disparities in the workforce.

The managed account provider says analysis reveals personal data inputs doubled over the past decade.

Participant demand for adviser services is driving demand, according to MFS.

Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000 people reaching certification as financial professionals.

Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.