Search results for: volatility
Investment-Oriented
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility.
American Academy of Actuaries, SOA Update Longevity Illustrator
Understanding how long they may live opens up important retirement planning discussions with clients.
What Prolonged Low Rates Mean for TDF Investors
While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new normal of persistently low U.S. and global interest...
401(k) Investors Continue to Flee Equities
The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight.
Sponsored by ICMA-RC
Keeping Stable Value Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money...
Sponsored by ICMA
Investment Product and Service Launches
OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management.
Investment Product and Service Launches
Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more.
Proposed Tax Could Hurt Retirement and College Savers
Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax...
401(k) Participants Often Make Ill-Timed Fixed-Income Trades
August brought six above-normal trading days, the highest monthly total since a previous bout of equity market volatility in December 2018.
Determining Whether DC Plan Clients Should Offer Real Estate Investments
Investors cite several common considerations for including a dedicated allocation to real estate, and a recent survey of American investors found real estate ranked as the top investment...
Advising Pensions and Endowments in Rocky Markets
From 100-year bonds to sophisticated hedging, the world of pension plan investing is different from the DC plan domain.
Investment Product and Service Launches
HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new TDF solution.
Guiding Anxious Participants Through Rocky Markets
For advisers helping participants understand risk and volatility, offering a little reassurance can be more effective than teaching complex lessons in finance or economics.
Global Trade Tensions Define Investment Outlook for Many
Experts suggest the uncertain U.S.-China trade situation has weighed heavily on business investment, resulting in weaker manufacturing activity worldwide.
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
The Next Generation of Producers Is Emerging
The median age of advisory firm associates is 42, while the median age of lead advisers is now 46 years, down from 50 as measured in 2015.
Despite the Volatility, Market Experts Shy Away From Predicting Recession
Brexit uncertainty. An inverted yield curve. A burgeoning trade dispute between the U.S. and China. Slowing global growth and shifting currency valuations. Is it all enough to spark...
Will Trump Administration Prove Friendlier to Retirement Plan Innovators?
After previously failing to get DOL approval for a target-date fund design that involves an annuity and reinsurance component, LGIMA hopes the Trump Administration will more readily allow...
403(b) Plan Sponsors Reveal Investment Preferences in Survey
Plan advisers can help 403(b) plan sponsors looking for downside protection, active strategies and target-date funds (TDFs) that can be used as a decumulation vehicle in retirement.