Search results for: volatility

The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50% in slightly more than a year.

JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund; and more.

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets.

Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.

Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment firm Altos Ventures.

Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.

Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and more.

Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from the trend toward fee-only advisement.

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and bonds.

California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.

The rules, adopted and proposed, respectively, by 3-2 margins, were partially informed by recent scandals.

As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with $411 billion in assets, according to data from...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.

A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more defensively.  

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with fixed-annuity index provider to build out product offering;...

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors locking in higher interest rates as well as...

New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says it’s important to know the business, and people,...

Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their dominance over the next five years, according to...

Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.