Search results for: volatility
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.
Millennials Hit Hardest During the Pandemic
Many have dipped into their retirement savings, and some have even stopped or cut back on their contributions.
The Year in Hardship Withdrawals and Leakage
Recordkeepers say their worst fears about plan leakage during 2020 have not come to pass, and in fact, the vast majority of participants have stayed the course.
Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard offers TRFs; and more.
Many View New DOL ESG Ruling as an Incentive to Sponsors
More retirement plans could begin offering environmental, social and governance funds in their lineups.
Managers Expect Annuity Allocations to be Incorporated Into TDFs
In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.
Publisher’s Note
What a Year!
With so many bigger issues facing the country, much has happened that almost seems unnoticed.
Investment-Oriented
Sequence of Return Risk
There’s more participants should understand than just cutting back on equities.