Search results for: volatility
Market Observers Mixed on Where Stocks Go From Here
While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across all sectors. What comes next is anyone's guess.
Majority of People Prioritize Retirement Saving Over Being Debt-Free
A Voya survey also found that 54% of employed Americans plan to work in retirement as a result of COVID-19.
Fund Argues Court Decision Shields PE Firms From Multiemployer Plan Withdrawal Liability
The New England Teamsters and Trucking Industry Pension Fund, in its long-running legal attempt to collect withdrawal liability, has filed a petition with the U.S. Supreme Court.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.
Cover Story
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year...
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
Nearly Two-Thirds of Americans Don’t Have Emergency Savings to Last Six Months
More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey...
John Hancock to Waive Recordkeeping Fees in Q121
The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.
Nationwide to Waive Fees for Eligible Retirement Plans
The goal is to help sponsors address COVID-19’s impact.
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement.
‘Super Savers’ Remain Confident Despite COVID-19 Market Volatility
But those who fall short on saving are experiencing financial stress.
Market Risk Remains Participants’ Biggest Concern
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.
Many Project Mild Interest in Private Equity Among DC Plans
The broad trend of fiduciaries pursuing the lowest cost passively managed investment options will likely temper plans sponsors’ interest in adding private equity investments, sources say.
Should Advisers Bother With Pension Plans?
Most in the retirement planning industry agree that defined contribution is the future. But what opportunities are there for advisers interested in serving traditional defined benefit pensions? Many,...
Employees More Focused on Financial Planning Related to Life Events
Employees surveyed said their ideas and feeling about money varied greatly throughout each life stage, and 40% identified more with others who are going through similar life events...
Where Are They Now? A Mother-Daughter Team at Cafaro Greenleaf
Dorann Cafaro, one of the earliest winners of the Retirement Plan Adviser of the Year award, has retired from the practice. Her daughter, Jamie Greenleaf, says the focus...
Advisers as Advocates for Systemic Change
Jamie Kalamarides is president of Prudential Group Insurance. He recently jumped on the phone with PLANADVISER for a frank and engaging Q&A focused on the results of his...
Investment Product and Service Launches
Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics portfolio solution.