Search results for: volatility

Despite a global economic slowdown and increased trade tensions, most major asset managers are not predicting an imminent recession—instead they are urging clients to embrace diversification and stick...

American Beacon Advisors creates mutual fund with multi-asset program and Vanguard closes million-dollar securities fund to new clients. 

Aside from ensuring diversification, plan advisers can help refocus participants on their respective time horizons, whether it’s a Millennial looking at retirement 30 years down the line, or...

According to Mercer, developing a “journey plan” that outlines the strategic policy choices to move a plan to its ultimate destination is a step many plan sponsors have...

DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.

Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the...

For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a survey.

As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will...

Those who work with a financial adviser are more than twice as confident they will have enough money to enjoy a comfortable retirement, Legg Mason found in a...

An increase in liability values was offset by an increase in asset values.

Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...

They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.

Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported.

Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the...

Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.

Willis Towers Watson offers investment considerations for sponsors of defined benefit plans.

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.