Tag: Investment analytics

Benefits solutions provider ADP has introduced the IPS Zero investment platform, designed for retirement plan advisers who employ a fee-for-service compensation structure.

Sure it's good to achieve a “comfortable” retirement, but one investment manager says many retirement plan participants are struggling to achieve even basic levels of retirement income adequacy.

Strong global equity market performance and higher liability discount rates worked wonders on the funded status of S&P 500 Index companies during 2013, says Wilshire Consulting.

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.

March was a light trading month for defined contribution (DC) plan participants, according to Aon Hewitt’s 401(k) Index.

The Securities and Exchange Commission (SEC) is again seeking public comment on rule amendments proposed in 2010 that would change the way target-date funds (TDFs) are marketed.

An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

The Federal Open Market Committee (FOMC) of the Federal Reserve said in its March statement it will dump the 6.5% unemployment rate threshold to push forward rate guidance. 

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

The latest release of the Portfolio Manager investment platform and reporting system from LPL Financial features customizable firm branding capabilities and time-saving scheduling options.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Media and information services firm Thomson Reuters says it has significantly enhanced its Eikon analytics desktop product to better serve asset managers and financial advisers.

An innovator in the offering of exchange-traded funds (ETFs) in 401(k)s is selling its intellectual property.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).