Search results for: volatility
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
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a plan’s default investment, but the most common use...
AssetMark Launches ‘Simple, Automatic’ Income Replacement Solution
The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.
Teachable Moments from Bill Gross’ Run as the ‘Bond King’
Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees.
Gen Xers Should Consider Sequence of Returns Risk
The recent bouts of equity market volatility highlight the importance of balancing portfolio growth aspirations with the need to protect what has already been accumulated; Generation X faces...
Investment Product and Service Launches
Robeco adds sustainable equities model and Morningstar creates index group targeting low-carbon economy.
Fidelity Sees Continued Progress in 401(k) Plans Despite Market Volatility
With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and...
For Millennials, Market Volatility Can Bring Opportunity
While workers with nearer retirement dates fret stock market volatility, Millennials have the chance to buy discounted shares and enjoy compounding returns.
Interest in Pension Risk Transfer Expected to Increase in 2019
The majority of DB plan sponsors plan to completely divest all of their company’s liabilities in the near future
Investment Product and Service Launches
Securian Asset Management introduces name changes to mutual funds; First Trust adds fixed-income ETF; and Citi creates bond funding environmental and climate finance.
Advisers Can Benefit From Asset Manager M&A Trends
One key M&A trend identified in a new PwC report is the growing prevalence of large asset management and/or private equity entities making minority-stake investments in wealth management...
Despite Net Outflows From 401(k)s, Cerulli Sees Opportunities
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
Investment Product and Service Launches
ProShares unveils ETF suite; TRPC adds Stadion StoryLine to retirement solutions platform, T. Rowe Price creates Dynamic Credit Fund.
Fidelity M&A Report Counts Fewer, Far Bigger Deals Among RIAs and IBDs
Fidelity’s 2019 Wealth Management M&A Transaction Report shows there were 23 RIA deals inked during the year worth $1 billion or more.
Alight Solutions 401(k) Index Shows Busy Trading Year for 2018
On the one hand, participants were very active during the year, with 46 days of above-normal daily transfer activity; on the other hand, net trades in 2018 amounted...