Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
The release of a thousand-page "best interest" rulemaking package by the SEC applying to all brokers and investment advisers is being hailed as a victory by some and a deep disappointment by others; either way, it's the start of another long chapter in the epic industry battle over federal conflict of interest regulations.
A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.
The seminar will be held in Queens in New York City on May 17.
INSIDE THE MAGAZINE PLANADVISER March/April 2018
However, they also say their wealth has helped them live a healthier life, UBS found in a survey
Witnesses for the Joint Select Committee on Solvency of Multiemployer Pension Plans said demographics, failing industries and market returns led to the insolvency of multiemployer pension plans.
This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement.
One-third of North American workers surveyed said their employer does not offer retirement education or coaching.
Women may face lower pay, more work disruptions, higher longevity and higher retirement health care costs than men, a study points out.
It will take time for the fully detailed picture to emerge, but the SEC voted late Wednesday to propose new conflict of interest standards for how broker/dealers and financial advisers label themselves and sell products under various fee structures to retail clients.
New features allow users to view Employee Benefit Plan Audit Prospecting ReSource firm histories dating back to the 1999 plan year.
This is down from three-quarters last year, a PIMCO survey found
A federal appellate court affirmed a lower court decision that a change to Northern Trust's DB plan benefit formula does not violate ERISA or the Age Discrimination in Employment Act (ADEA).
In a wide-ranging interview with PLANADVISER, DCIIA leaders Lew Minsky and Peg Knox outline their lead policy priorities for the remainder of 2018, including a focused push around “open MEPs.”
Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises.