Search results for: volatility
The Pull of Managed Accounts: Protection in Downturns
It’s not usually the best quarters in the equity markets that demonstrate the potential value of managed accounts relative to target-date funds.
The Coronavirus Crash Tax Diversification Opportunity
Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in...
Some Comforting Lessons for Retirement Plan Investors
Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts...
Nontraditional Workers Face Big Setbacks Amid COVID-19
But retirement industry professionals can find ways to help improve their situations.
Adviser Industry Impact of COVID-19
The coronavirus has brought a cooling of the pace of M&A, questions about remote work and concerns about what a slowdown in growth could mean for those advisory...
Intro
Changing Directions
When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've changed course.
Trends
Extraordinary Measures
The SEC’s relief package helps advisers keep operating, while the CARES Act eases access to retirement savings.
Providers Seek to Set a Positive Tone Amid COVID-19 Pandemic
From big hiring plans to targeted fee cuts, retirement plan service providers are doing their best to help plan sponsor clients and intermediaries navigate this crisis.
M&A Process Evolves Amid COVID-19 Pandemic
As market volatility and the COVID-19 pandemic unfolded in March, merger and acquisition activity slowed, raising the obvious question of how the record pace of deals will be...
Hard Lessons About Liquidity Buckets and Cash
The middle of a severe bout of market volatility is not the right time to build a bucket strategy or an annuity income stream, but times like these...
Grit, Humility, Resolve Drive Investing Success in Tough Times
The equity markets dropped by nearly 50% during the Great Recession of 2008 and 2009, but retirement plan account balances of those who stayed the course recovered their...
eMoney Advisor to Offer Free Financial Planning
The firm says it hopes to help clients and participants during the coronavirus pandemic.
Transamerica Announces Coronavirus-Related Help for Clients
The firm has established a dedicated team to support participants who are considering accessing their retirement savings to meet their short-term financial challenges related to the pandemic.
First Time Advising in a Bear Market?
It’s easy to tell clients their accounts have grown by leaps and bounds, but helping them calmly navigate a severe and sustained market downturn is another matter.
Cetera Helps Advisers Navigate Business During Pandemic
The Advisor Resiliency Pack suite of services is designed to help advisers grow and enhance client engagement as well as manage their business operations through the effects of...
Coronavirus News for Plan Advisers
Focused analysis of market movements, business challenges and legislative and regulatory actions.
Investment Product and Service Launches
Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.
Newport Offers Cost-Free 3(16) Administrative Fiduciary Services to Clients
Newport anticipates plan sponsors will see an increase in loan and hardship distribution requests.
Are You an Adviser or Consultant?
Think that distinction doesn’t matter? Just ask your service provider partners.