Search results for: volatility
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.
At the Helm: Advisers and Clients Embrace 3(38) Services
The retirement planning world has moved steadily toward 3(38) fiduciary investment management services, driven by the shared preferences of plan sponsors and advisers.
M&A as Adviser Talent Acquisition Strategy
The retirement planning business is a people business.
Bear Markets Offer Annuity Education Opportunity
The U.S. stock market has entered bear market territory after its record bull run; one silver lining is the opportunity to educate people about annuities.
Could Market Volatility (or Recession) Disrupt Record M&A Activity?
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.
Investment Product and Service Launches
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.