Tag: Markets

Research from Cerulli Associates suggests financial advisers face a lack of new income products and approaches, due mainly to low interest rates and weaker financials among insurers.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so it’s no big surprise they are struggling with...

A recent Judy Diamond Associates analysis finds the largest 1% of 401(k) retirement plans holds 71% of all 401(k) assets nationwide.

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.

The Mercer U.S. Pension Buyout Index shows the average pension buyout cost decreased significantly during December.

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.

Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.

FINRA’s Annual Regulatory and Examination Priorities Letter highlights issues of importance to FINRA's regulatory programs.

Investor skepticism gives way to optimism, the equities market will continue delivering (but brace for a rocky ride) and retirement plans will want to take a hard look...

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks that are difficult to predict and control.

November inflows totaled nearly $53 billion for stock and bond funds, according to Strategic Insight’s monthly fund review.

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

With markets less volatile than in October, 401(k) participants slowed transfer activity in November.