Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.
Wharton School Professor Emeritus Jeremy Siegel spoke out against Fed rate hikes and laid out potential investor responses.
American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.
Munis provide a good recession buffer in the current market, experts say.
American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for US; and more.
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
Experts discuss how to diversify—and remain calm—despite the headlines.
PGIM fixed income experts see a 25 basis point hike next week, no others this year as inflation is less of a risk than larger economic headwinds due to bank concerns.
A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and those looking to keep them in plan, according to Cerulli.
Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan advisers say that no matter what happens, they will stick to current operations.
For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and bonds.
California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds.
Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.
As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with $411 billion in assets, according to data from ISS Market Intelligence.
A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more defensively.