Tag: Markets

Why are older Americans’ retirement income shortfalls everyone’s problem?

Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.

Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.

In addition to its impact on the planet, climate change could also affect investments.

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

Net new flows to stock and bond funds totaled $28 billion in April, according to Strategic Insight, an Asset International company.

Combined elements of Russell Investments and the London Stock Exchange Group will operate under a newly the established brand, FTSE Russell.

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

The complexity of pension “hibernation” and other liability mitigation strategies gives financial advisers a great opportunity to showcase their skills and win promising client engagements.

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

The estimated cost of purchasing future lifetime retirement income for workers in their 50s and 60s climbed during the first quarter of 2015, according to BlackRock’s CoRI Retirement...

An integrated platform supports advisers with a communication tool, providing them with more free time to work with clients.

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

TIAA-CREF unveils Churchill Asset Management, a majority-owned subsidiary focused on originating, underwriting and managing senior loan investments.

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.