The Markets

“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a...

A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their...

As part of the PRT agreement, Prudential will assume the responsibility for paying pension benefits to about 23,000 International Paper retirees.

A Charles Schwab SDBA report says the group allocated to ETFs and saved cash at a higher rate than other generations.

Thirty-one percent of LGBTQ respondents to a MassMutual survey acknowledge that they may be taking more risk than they should compared to 22% of other retirees and pre-retirees.

Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu.

The firm argues clean share classes can stick to their channels with greater free transparency and lower cost.

Although ESG ratings can be useful when used properly, they should not be the sole metric used to make investment decisions. A report gives examples.

A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined...

Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and...

One option is through a profit sharing plan that invests the money in an annuity once a participant retires.

Diminished liquidity in global bond markets is fueling demand for fixed income exchange-traded funds.

On the majority of trading days, fixed-income funds led, according to the Alight Solutions 401(k) Index.

Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.

Lessons have been learned, but experts still worry about the “brittleness” of the U.S. and global financial system.

Sixty-four percent of participants in their 20s own a TDF.

Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...

This will drive broader growth in ESG, Cerulli Associates says.