Search results for: volatility
Product & Service Launches – 4/11/24
Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
Why Advisers Should Think of Social Security as a Fixed Asset Class
A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
Product & Service Launches – 2/15/24
CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital announces tool designed to build stronger portfolios.
Advisers’ Value to Clients, by the Numbers
PLANADVISER and PLANSPONSOR research highlights what the relationship between plan advisers and plan sponsors can bring.
Peak 65 Finds Millions of Americans Unprepared, Economist Warns
The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows more evidence of workers planning a gradual retirement.
Voya, Goldman Start 2024 With Leadership Moves
Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth management.
Product & Services Launches – 1/4/23
PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.
Market Watchers See Return to ‘Normal’ in ’24
Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
Aon to Acquire NFP for $13.4B
NFP will continue to operate independently, with a “connected platform” to Aon.
Would DOL’s Fiduciary Proposal Help or Hinder Coverage Gap?
Dissenters say the DOL’s proposed amendments would reduce access to needed retirement products.
Vanguard Bullish on 60/40 Model for Long-Term Savers
A return to normalcy will make this time-tested stock and bond split work again in 2024, according to experts at Vanguard.
Product & Service Launches – 12/7/23
Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.
Adviser Voices: How to Structure a Retirement Plan Advisory
Industry experts explain how they structure their practice to produce the best results.
FINRA Proposal Would Allow Broker/Dealers to Use Projected Performance in Marketing to Retirement Plans
The new rule would permit brokers to use projected performance in communications about qualified retirement plan investing.
Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances
The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.
Investment Product & Service Launches – 11/9/23
Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.
Know the Risks Resulting From Swing Pricing, Hard Close Proposals
American Trust Custody’s COO explains why plan advisers and sponsors should prepare for an increase in plan costs if the SEC’s swing pricing proposal hits mutual funds.