The Markets

One advisory firm doubts the wisdom of relying entirely on indexed products and portfolios.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

The estimated cost of purchasing future lifetime retirement income for workers in their 50s and 60s climbed during the first quarter of 2015, according to BlackRock’s CoRI Retirement...

Extreme equity investing in DC retirement plans has declined.

Department of Labor advisory opinions make it challenging to include environmental, social or governance (ESG) investing themes in a tax-advantaged retirement plan, but some investment managers want to...

Retirement plan providers have been testing behavioral science themes with retirement plan participants, and positive investing outcomes are clearly emerging from the effort.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.

Hueler Income Solutions offers DC plan participants an out-of-plan lifetime income solution, but the Hueler Companies CEO says providers are making progress on being able to offer in-plan...

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.

Four new asset managers have made it to the plan sponsors’ top 10 list.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can rob huge portions of potential returns.

Towers Watson's Global Survey of Investment and Economic Expectations found pension fund managers anticipate fairly conservative investing approaches, but optimism remain optimistic about the years ahead.

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...