Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.
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The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’
Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
Several factors will likely drive more mid-market and large plan sponsors to initiate pension risk transfer (PRT) transactions, surveys show.
Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.
In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the year that ended June 30th.
The appellate court has rejected the use of the "Segal Blend" when calculating withdrawal liability.
Fidelity launches real-time fractional and share trading to advisers; BlackRock rolls out private market tool; abrdn presents new industrial metals ETF; and more.
It is always tempting for long-term investors to get caught up in weekly market moves, but experts continue to stress the importance of maintaining a strategic perspective and avoiding emotional and overly reactive decisions.
Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on the effects of growing wage pressure and the competition for labor.
Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.
Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.
CUNA Mutual Group issues new annuity with Members Life; Lincoln Financial Group Partners with YourPath; and Allianz Life launches income and annuity solution.
Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity risk.
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.
Despite the market rebound, 2021 reports find retirement planning contributions were still low.