Simplicity Matters In Participant Website Design
Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.
Tag: Investment analytics
ESG Investing Is Not A Political Act
A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as...
Managed Account Investors Shine in Morningstar Analysis
“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.”
Sister Broker/Dealers Launch DOL Compliance Program
In light of the DOL fiduciary rule, the two firms plan to roll out a series of new compliance tools and initiatives including a Product Mix Transition Calculator...
Predictions of Pain Ahead for Advisers and Managers
Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...
Participants Are Getting Better At Using TDFs
More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.
State Street Global Advisors Survey Finds Increased ETF Use by Advisers
ETFs have a long way to go before they overtake mutual funds in the DC space, but data from State Street Global Advisors suggested they could be on...
DC Plans Could See More Smart Beta Approaches
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.
Trustworthiness Trumps Other DC Adviser Satisfaction Factors
Trustworthiness is a must-have ingredient for brand consideration in the defined contribution (DC) industry, according to a new analysis from Cogent Reports.
Retirement Industry People Moves
Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.
Healthy Momentum Measured for CITs
An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly.
Investment Products and Services Launches
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
Too Little Risk Is a Dangerous Move for Retirement Savers
You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement.
Investment Products and Service Launches
Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.
Betterment Reveals Tax-Coordinated Portfolios
The new product automates the process of optimizing asset location to boost an investor's cumulative after-tax returns.
Questions Sponsors Are Asking About DC Plan Distributions
An IRIC issue brief provides answers to nearly a dozen frequently asked questions about adding distribution options to a DC plan.
Investment Products and Service Launches
State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.
Strategic Insight Research Ties DOL Rule to Institutional Pricing
A new study from Strategic Insight predicts the DOL fiduciary rule will accelerate demand for institutional pricing of mutual funds sold through intermediaries.
Investment Products and Service Launches
Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.