Search results for: volatility

Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.

NFP will continue to operate independently, with a “connected platform” to Aon.

Dissenters say the DOL’s proposed amendments would reduce access to needed retirement products.

A return to normalcy will make this time-tested stock and bond split work again in 2024, according to experts at Vanguard.

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.

The new rule would permit brokers to use projected performance in communications about qualified retirement plan investing.

The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.

Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.

American Trust Custody’s COO explains why plan advisers and sponsors should prepare for an increase in plan costs if the SEC’s swing pricing proposal hits mutual funds.

DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement sector an outlier both in number and size.

Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new research issued by Cerulli and Edelman Financial Engines.

American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund, as target-date-fund assets in the group ended less...

After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for long-term fund managers, driven in part by bond...

Separately, Hartford Funds’ Mike Lynch says employers should consider a program for retirees to mentor pre-retirees to improve retirement readiness.

SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head of wealth client group; and more.

Recorded sessions offer expert perspectives on communicating with staff and clients, enhancing your practice and marketing strategies, and solving retirement savings and income challenges.

Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.