trendspotting May-Jun 2008

Move Over Mutual Funds

Collective funds next trend in plan investments

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The Markets

December 11th, 2017

Boosted by Retirement Contributions, CIT Assets Approach $3 Trillion

U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.

Products

November 9th, 2017

Investment Products and Services Launches

Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.

The Markets

October 17th, 2017

Advisers More Apt to Use CITs in Client Portfolios

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

viewpoint Mar-Apr 2008

Your Undivided Attention

Corporate retirement services and wealth management are not a winning proposition

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Data & Research

March 20th, 2025

Younger, Do-It-Yourself Investors Interested in Human Financial Advice

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

Data & Research

January 9th, 2025

Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth

The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by...

Deals & People

December 9th, 2024

Vanguard Plans $900B Advice and Wealth Management Division

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.