The Markets

Two-thirds of days during the month saw net trading activity favor equity funds over fixed income, according to the Alight Solutions 401(k) Index.

They see plenty of growth potential in a market they say is driven and distorted by fiscal and monetary policies—a situation which could spell trouble for unprepared individual...

Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years...

They foresee growth in the use of CITs, retirement income products and ESG investments.

In additions, asset managers surveyed are incorporating ESG factors into their investment processes.

Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.

Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no...

Based on worries about inflation and Federal Reserve policy decisions, market watchers say it would be natural to see a market correction heading into the end of the...

Experts speaking during a webinar said annuities provide an alternative to bonds that reduces longevity and sequence-of-return risks.

Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.

Some capital markets experts say the ‘transitory message’ on inflation from the U.S. Federal Reserve is beginning to overstay its welcome.

Fidelity reports it has seen unprecedented growth in women opening new retail investing accounts, plus a record-high average of 9.2% contributions to DC retirement plans.

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...

A panel presented by ISS ESG discussed the history of sustainable investing and what could change for the future.

While performance is an important part of the prudent selection of target-date funds, experts speaking at the PLANADVISER National Conference...

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...

Net trading activity nearly doubled last month, according to the Alight Solutions 401(k) Index. 

Fifty-one percent of 401(k) plan assets owned by participants in their 20s were invested in TDFs, versus 23% for those...

Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which...