Search results for: volatility

Borrowing to fund and making in-kind contributions were just a couple of the strategies Robin M. Solomon, a partner at Ivins, Phillips & Barker, shared with attendees of...

Variable annuities continue to face challenges in the wake of transaction processing disruptions caused by the now-vacated DOL fiduciary rule; however, experts anticipate sales to recover as business...

Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.

A federal judge is allowing the plaintiff one last chance to make more context-specific arguments in her case.

An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings. 

A report based on data from participants in the Schwab Personal Choice Retirement Account says 18.7% of SDBA accounts were managed by an independent investment adviser.

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

The latest though leadership from the firm asks an increasingly important question: “What should the TDF glide path look like as participants move from accumulating asset balances to...

A survey finds that to prevent future retirees from challenges, governments and employers will have to step up to the plate.

Researchers from Vanguard say an investment that includes the bonds of all markets and issuers would theoretically benefit from the greater number of issues, securities, and markets, and...

Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy.

Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has...

TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF.

The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more.

The flows went primarily to bond, stable value and money market funds.

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

For advisers, 78% of respondents to a survey who use advisers indicate their advisers discuss risk tolerance, although only 50% say they discuss guaranteed lifetime income with their...