For Pre-Retirees, It’s Always Important to Watch for Bubbles
While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns...
The Markets
Potential for New Federal Stimulus Reshapes 2021 Market Outlooks
The slow but steady distribution of coronavirus vaccines in the U.S. and other developed nations is also having a favorable impression on the equity markets, but serious risks...
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Commitment to Low Rates Eases Stock Bubble Fears (for Many)
Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as...
New DOL ESG Guidance Expected to Encourage More Plan Adoption
TIAA says a variable annuity and mutual funds that take an ESG approach are widely used on its retirement plan platforms.
Market Watchers Hope Steadier Leadership Will Propel Growth
Speaking on the day of Joe Biden’s inauguration as the 46th U.S. president, sources say the markets and the economy...
Biden Administration Might Accelerate Growth of ESG Investing
A wave of key leadership changes is expected to drive regulatory shifts in environmental, social and governance strategies.
Best Candidates for Annuities
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and...
Economic Recovery Started in 4Q20, Charles Schwab Says
The lingering question is what speed the recovery will take.
The Future of the 60/40 Portfolio
Investment experts say it’s not the percentages of a 60/40 portfolio that need to change for it to be effective...
Remember to Give the Gift of Rebalancing
As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.
Biden Administration Could Bring About Changes to ESG Investing
But Republican support will be crucial for a number of President-elect Joe Biden’s proposals.
401(k) Investors Returned to Equities in November
By the end of the month, investors had nearly 70% of their balances in equities, according to the Alight Solutions 401(k) Index.
Many View New DOL ESG Ruling as an Incentive to Sponsors
More retirement plans could begin offering environmental, social and governance funds in their lineups.
Managers Expect Annuity Allocations to be Incorporated Into TDFs
In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.
Equity Opportunity May Exist Outside U.S. in 2021
The change in presidential administration could result in more opportunities in Chinese companies, for example.
Bank of America to Launch Managed Account Service for Retirement Plans
This is the first time it is pairing a managed account and retirement planning solution from its chief investment office.
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes...
Equity Market Records Always Raise Questions
In the same way that significant dips in equity prices cause head scratching and consternation, new market records also present a moment of pause, especially during a pandemic...
DCIIA Reviews Financial Effects of ESG Investing
A team of experts discussed considerations in implementing environmental, social and governance factors.