Investing

Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to the asset class.

The firm's head of product development discusses the perceived myths held by many plan sponsors and some advisers.

F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible for 401(k) participants.

The regulator also announced a new proposal to increase transparency and disclosures for private fund managers such as private equity and hedge funds.

AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account onboarding; and more.

The stock trading platform’s IRA with 1% match nears milestone after less than one year while CEO announces 3% IRA match for premium subscribers.

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform for ultra-high-net-worth individuals and institutions; and more.

Vanguard and BlackRock saw gains from passive mutual fund and ETF management, with JP Morgan gaining on active, according to Simfund data.

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard against investment risk.

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced portfolio management.

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.

Advisers at the $210 billion RIA can place client assets on the Wall Street money manager’s investment platform.

Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.

Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.

Investment advisories rank the marketing rule as the ‘hottest’ topic for the third year in a row, followed by cybersecurity and electronic communications monitoring.

Samantha DeZur will now head U.S. division of team focused on public policies regarding investors’ long-term interests.

The uptick occurred even as assets under management fell for the first time since the 2008 financial crisis, according to an annual study.

24-year-old tech entrepreneur Cole discusses how his Follow app is allowing investors to copy the money moves of the internet’s most popular financial influencers.

Republicans and Democrats are mostly speaking past each other on ESG, which could create regulatory risk and uncertainty going forward.

Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully, note advisers in a PLANADVISER practice progress webinar.