The Markets

A line is being drawn in the retirement industry between those advocating for participants to roll out of plans and...

Much ink has been spilled over legislation to overturn a DOL rule that allows ESG investing in retirement plans. Plan...

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and...

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...

A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more...

FLX picks Broadridge for asset management distribution platform; Hub partners with employee recognition company Blueboard; more than 100 financial firms...

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors...

Target-date mutual funds were by far the top investment vehicle for retirement savers last year, but new research shows collective...

Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their...

Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends...

After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations...

Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs;...

Online stock brokerage Robinhood said nearly 75% of more than 1 million users for its new IRA offering chose a...

A “state of the industry” report from recordkeeper Ubiquity finds financial advisers fear another year of poor investment returns that...

The Standard Insurance launches four stable value funds; RightCapital adds SECURE 2.0 update to financial adviser planning platform; cryptocurrency platform...

Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to...