Search results for: volatility
T+1 Cycle to Start May 28
Beginning in one week, broker/dealers must settle transactions by the next business day.
Do Managed Accounts Need a Rebrand?
A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
An Election of Economic Import
While experts caution long-term investors from responding to election-season volatility, some market watchers see the potential for longer-term economic ramifications from voting in November.
Stable Value Funds Amid High Interest Rates
Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down.
Tech-Savvy Wealth Managers See Higher Client, Asset Growth
Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying.
Advisory M&A News – 4/29/24
Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by Toregas.
Investor Confidence Remains High as Election, Inflation Bring Unease
Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
2024 RPAY – Emmett G. Dupas III, Bienville Capital Group – Northwestern Mutual
Business at a Glance as of 12/31/23 Location: Metairie, Louisiana How many plan assets do you have under advisement? $408M What is your median plan size (in assets)?...
2024 RPAY – Emily Wrightson, CAPTRUST
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $49.7B What is your median plan size...
2024 RPAY – Jim Detterick, Morgan Stanley Graystone Consulting
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $27.8B What is your median plan size...
Product & Service Launches – 4/18/24
Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches HSA to complement retirement offerings.
Product & Service Launches – 4/11/24
Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
Why Advisers Should Think of Social Security as a Fixed Asset Class
A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
Product & Service Launches – 2/15/24
CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital announces tool designed to build stronger portfolios.
Advisers’ Value to Clients, by the Numbers
PLANADVISER and PLANSPONSOR research highlights what the relationship between plan advisers and plan sponsors can bring.
Peak 65 Finds Millions of Americans Unprepared, Economist Warns
The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows more evidence of workers planning a gradual retirement.
Voya, Goldman Start 2024 With Leadership Moves
Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth management.
Product & Services Launches – 1/4/23
PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.