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July 21, 2017

2017 Mid-Year Market Outlook from Bob Doll

Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines. 

July 12, 2017

CITs and Custom TDFs Shine in Mega Market

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

July 10, 2017

PLANADVISER DCIO Industry Snapshot

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

July 07, 2017

More Institutional Assets Pour Into Fewer Securities

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

June 27, 2017

Behavioral Finance Can Guide TDF Glide Paths

Investors are prone to risky behavior during market downturns and TDF glide paths should protect against these shifts, says a portfolio strategist with Charles Schwab.

June 23, 2017

Reflections on Roth As Tax Debate Unfolds

Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.