Search results for: volatility
Study Identifies Retirement Planning Advice Gaps Advisers and Financial Firms Can Address
"Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found.
How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
J.P. Morgan Recommends Real Assets for Public Pension Plans
The effects are a dampening of volatility and better returns.
International Paper and Prudential Transfer $1.6 Pension Obligation
As part of the PRT agreement, Prudential will assume the responsibility for paying pension benefits to about 23,000 International Paper retirees.
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices.
PANC 2018: Transformation in the Small Business Market
Significant transformation is happening in the small business retirement plan market; what does this mean for the fiduciary adviser community?
LGBTQ Retirement Savers Need Balance in Their Investment Allocations
Thirty-one percent of LGBTQ respondents to a MassMutual survey acknowledge that they may be taking more risk than they should compared to 22% of other retirees and pre-retirees.
Can Trade Wars Disturb the Retirement Industry?
As recent trade wars heat up, investors question what this means for the retirement industry.
ERISA 404(c) Compliance Well Worth the Effort
Frederick Reish, partner in the Drinker Biddle & Reath Employee Benefits & Executive Compensation Practice Group and Chair of the Financial Services ERISA Team, suggests a good way...
Helping Participants Brace for Market Volatility
The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
Verizon Landline Spinoff Company Frontier Faces Stock Drop Litigation
The lawsuit seems keenly aware of the poor record other such complaints have had in federal court since the crucial Supreme Court ruling in Fifth-Third vs. Dudenhoeffer—focusing its...
A ‘Brittle’ Financial System Persists, 10 Years After Crisis
Lessons have been learned, but experts still worry about the “brittleness” of the U.S. and global financial system.
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the...
Investment Product and Service Launches
First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.
Investors Better Prepared for a Downturn, Advisers Say
They have also become more inclined to work with an adviser since the Great Recession of 2008.
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term...
Not All Fixed Income Vehicles Act the Same in Rising Interest Rate Environment
“By providing a more diversified set of fixed income options, plan sponsors can help participants be better equipped to weather any challenging market environment, such as the rising...
Argument for Less SMA Use by DB Plan Sponsors
Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.
Strong One-Year Performance Posted by Pensions
Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.