Search results for: volatility

Firms are seeking investment management that will help mitigate risk, according to a PIMCO survey.

Retirement industry moves at AB, American Century Investments, Pensionmark and more.

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

Whether people work with an adviser has an impact on how they assess their own confidence in retirement, says EBRI’s latest data.

People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more. 

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Participants who engage with a financial professional have better results than those who just use online tools.

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

A survey reveals lessons from retirees for planning to pay expenses in retirement.

LIMRA Security Retirement Institute finds five separate insurance companies reported buy-out sales above $1 billion during 2015. 

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

Manning & Napier adviser services executive suggests the regulatory environment confronting retirement plan advisers and their clients is about as complex as it’s ever been. 

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

More than eight in 10 advisers polled by Eaton Vance report fear is the primary motivator for clients.                 

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.