Tag: Investing

Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...

Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.

The investment arm of New York Life has agreed to buy Dexia Asset Management for EUR 380 million ($512 million), expanding its reach in Europe and Australia.

Women are making progress when it comes to greater engagement in the family finances beyond simply budgeting for daily household expenses, according to Fidelity Investments’ fourth “Couples Retirement...

A rising equity glide path helps retirees sustain a greater income during their retirement years, a study suggests.

A recent study found individuals with $200,000 or more in investable assets said market volatility has motivated a desire for a balanced investment approach.

In March, the Department of Labor (DOL) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Defined contribution (DC) plan participants’ daily transfer volumes were low in August, according to the Aon Hewitt 401(k) Index.

Retirement Connections was rolled out by Genworth Wealth Management as a product for independent financial advisers who want to expand into retirement. 

The SPARK Institute submitted a comment letter to the Securities and Exchange Commission (SEC) urging it to preserve viable money market fund options for retirement plans.

Mutual fund investors withdrew $15.5 billion from taxable-bond funds and $11.8 billion from municipal-bond funds in August, according to Morningstar Inc.

The Guardian Insurance & Annuity Company Inc. has expanded its Guardian Choice and Guardian Advantage fund lineups with several enhancements.

The Franklin Global Listed Infrastructure Fund and the Franklin Global Government Bond Fund are now available to investors.

Never has the industry seen such potential for change, Marcia Wagner, president of The Wagner Law Group, told attendees at the PLANADVISER National Conference in Orlando, Florida.

Toronto-based TD Asset Management Inc. (TDAM) has added four funds and two portfolios to its menu of retirement products.

Mercer appointed Deb Clarke as global head of Investment Research.

Institutional governing boards and committees need to think critically about how to integrate environmental, social and governance (ESG) factors into their investment process.

The Securities and Exchange Commission (SEC) charged an Indiana resident and his company with defrauding investors in a Ponzi scheme that targeted retirement savings.

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.