Search results for: volatility
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.
Investment Product and Service Launches
WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.
Plan Design, Education and Advice Can Improve Participant Retirement Savings
Defined contribution plan participants and non-participants surveyed by Natixis shared incentives that would encourage them to save or save more for retirement.
Hedge Fund Returns Muted in Light of Sustained Bull Market
In recent years, hedge funds have not assumed sufficient risk to deliver attractive performance, but Willis Towers Watson suggests new approaches they can take to remain relevant.
4Q18 Volatility Wiped Out Funding Status Gains for DB Plans
Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.
Institutional Investors Looking to Diversify Sources of Alpha
They are considering active, non-traditional passive, alternative, unconstrained and derivative investments, according to Fidelity
Active TDFs May Help With Market Volatility, Sequence Risk
While passive target-date funds (TDFs) dominate the defined contribution (DC) retirement plan market, Cerulli suggests that touting advantages of active TDFs could make plan sponsors reconsider.
Self-Directed Brokerage Accounts Fell 10.6% in Value in 4Q18
Account values fell sharply from the previous quarter and were 6.3% lower than the previous year, according to Charles Schwab’s SDBA Indicators Report.
Study Finds Alphabeticity Bias in 401(k) Investing
Investors tend to select funds at the top of an alphabetically organized list of funds.
Some Say Investors Are Better Served by Tactical TDFs
The Great Recession prompted many target-date fund managers to begin to consider tactical glide-path deviations based on market conditions and forecasts.
Clear Ground Rules Essential With 3(38) Fiduciary Clients
Experts share strategies for helping advisers taking on 3(38) fiduciary clients understand how they can set up the right processes and procedures—up front—for dealing with client concerns and...
Smart Beta Adoption Hindered by Adviser Inexperience
Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”
PGIM Fixed Income Experts Promote LDI Strategies for Pension Protection
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their...
As Volatility Slowed in January, so Did Trading Activity
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.
Trendspotting
Financial Wellness Badly Needed
Employees express concerns about budgeting, health care costs and lack of emergency funds
Trendspotting
The ‘Volatility’ Conversation
Advisers can help refocus participants on their respective time horizon
Trendspotting
Advisers Boost Retirement Confidence
Advised investors are consistently more confident than are DIY investors