The Markets

Findings in a new CAPTRUST survey report suggest there may be opportunities for advisers to support board-level investment and fiduciary training at endowments and foundations.

Despite a global economic slowdown and increased trade tensions, most major asset managers are not predicting an imminent recession—instead they are urging clients to embrace diversification and stick...

Aside from ensuring diversification, plan advisers can help refocus participants on their respective time horizons, whether it’s a Millennial looking at retirement 30 years down the line, or...

The university has pared down to 11 investment options in its 403(b) plan.

DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.

Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the...

As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will...

There were only three days of above-normal trading, according to the Alight Solutions 401(k) Index

An increase in liability values was offset by an increase in asset values.

Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...

They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the...

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.

To make sure employees’ investment are diversified, Marc McDonough, with Schwab Workplace Financial Solutions, suggests employees should be offered a financial wellness program to help them understand a...

Speakers at the Best of PSNC 2018 event in Boston said diversification remains incredibly important, but simplifying the fund menu is a win-win for participants and sponsors.

The five principles serve as a conversation starter for investors to use when engaging companies to be active participants in protecting and enhancing long-term portfolio values by ensuring...

When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.