Tag: Performance

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.

Pentegra Retirement Services Introduced the Advisor SmartPath report to help advisers drive retirement readiness among their client base through innovative approaches to client service and plan design.

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

New research from Charles Schwab suggests tax season drives investors to focus more on financial planning and wealth management. 

A single basis point drop in the average U.S. retirement plan fee may not seem that significant, but magnified across hundreds of billions in assets it represents an...

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

A negative number, that is.

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.