Search results for: volatility
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.
Investment Product and Service Launches
Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.
Sponsored by PIMCO
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond,...
Sponsored by PIMCO
Study Suggests Women Are More Likely to Heed Financial Advice
According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.
Investment Product and Service Launches
Vanguard makes changes to active equity funds; Global X Funds presents TargetIncome ETFs; Northern Trust launches multi-dimensional fund; and more.
Retirement Industry People Moves
Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.
Passives, Smart Beta and Alternatives Reshape Investment Landscape
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over...
Millennials Reluctant to Invest in the Market
However, there are things retirement plan advisers and sponsors can do to encourage them to take on more risk.
Fixed Income Favored in 401(k) Trades During June
According to the Alight Solutions 401(k) Index, June was a slow month for trading in defined contribution plans; when 401(k) investors made trades, they tended to favor fixed...
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Independent RIAs’ AUM Grew 16.2% in 2017
The median firm increased its client base by 4.8% last year, up from 3.6% the year before.
Pension Buyout Market Strains Should Lead DB Plan Sponsors to “Hibernate” Plans
Mercer suggests pension sponsors should now focus on the shakeout that lies ahead, with the potential bifurcation between liabilities sold to insurers and the hard stuff kept on...
Vanguard Reduces Investing Costs with Latest ETFs
The firm will offer commission-free online transactions for specific funds.
Different Cash Balance Plan Interest Crediting Rates Can Lead to Different Results
October Three analyzes five different interest crediting rates used by cash balance plans and how they affect funding and participant benefits.
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with...