Tag: Investing

Another 21 million Americans aren’t saving for retirement.

An online game challenges advisers to pin down their adviser style.

In the second quarter, participant account balances in the Schwab Personal Choice Retirement Account were down 0.07% from the first quarter, but up 3.8% from June 2014.

The company will pay $2.5 million.

Manulife expects the adoption of PFaroe risk analytics will complement its global liability-driven investing offering.

They may be short on experience, but Spectrem finds young investors are taking a long-term view with their portfolios. 

Balances in HSAs that leverage 401(k)-like investments are six times larger than those without them.

Eighty-seven percent of advisers say their clients are leery of equities.

Retirement plans will not necessarily have to divest from retail money market funds under SEC’s pending reforms, but plan sponsors and advisers may decide it's best.

Only 19% have increased their contributions in the past year.

Trading activity was light within 401(k) accounts last month, according to Aon Hewitt.

The company launched a short-term bond index fund and expanded its suite of responsible investment funds.

However, many are not taking advantage of financial and investment tools, a Prudential study finds.

As one-third of parents are still shouldering student debt, they are highly motivated to help their children pay for school without relying on loans.

An online directory connects plan sponsors to advisers nationwide.

Eight comment letters to the DOL address SIFMA’s concerns about the fiduciary redefinition, including what it sees as an unfair position on commission-based accounts.

Saving a median of 24% of their paycheck, they have a bright financial future.

Participants in health savings accounts contributed a median of $700 a year.

Professional U.S. investors say protecting capital in down markets is one of the most important considerations when selecting an active manager.

Fewer than 10,000 of Vanguard’s 3.6 million participants use the brokerage option.