Tag: Markets

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. 

A concise example of summary judgement published by the 2nd U.S. Circuit Court underscores retirement plan fiduciaries’ absolute duty to diversify and carefully administer participant assets. 

Sean Rhoderick, taxable fixed-income investing leader at PNC Capital Advisors, outlines unique opportunities driven by conflicted central bank policies and a persistently abnormal rate environment. 

According to data from John Hancock Retirement Plan Services and Allianz Life, many Millennials have already fallen behind recommended retirement savings targets—but they also have time to recover...

Increasing life expectancy, disappearing sources of guaranteed income, and historically low yields on bonds make for some tough fixed-income investing conditions; a disciplined approach can help.

Kicking off the second day of the PLANADVISER National Conference, two retirement plan thought leaders, with BlackRock and J.P. Morgan, discuss practical solutions to the most pressing plan...

On the last day of trading in 1996 the S&P 500 Price Index stood well below 800; since then it has crossed the 1,500-point mark no fewer than...

A new study from Strategic Insight predicts the DOL fiduciary rule will accelerate demand for institutional pricing of mutual funds sold through intermediaries.

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

Cerulli research highlights the ongoing push among institutional asset owners away from investments that include revenue sharing. 

It may not be emotionally easy to do, but clients can notably improve their retirement outlook if they reconsider financial support given to their self-sufficient adult children.

Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight.

Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very...

Data from the Aon Hewitt 401(k) Index shows relatively vigorous trading activity by U.S. retirement plan participants. 

Plan participants and sponsors face an impressive amount of complexity and diversity when assessing target-date funds.

Monthly net redemptions from money market funds totaled $18.4 billion during the month of June.

The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment.