“There is a new financial era. Accept it and modify your behavior accordingly, so that your future is safe, secure, and you look forward to a brighter tomorrow,”...
Plan sponsors should not be upset by outflows from the Total Return Fund and the abrupt departure of Bill Gross, PIMCO’s lead portfolio manager, sources say.
Russell Investments says global, multi-asset active management will best serve long-term retirement investors as the low-growth, low-inflation, low-rate environment persists into the fourth quarter of 2014.
A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.
Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.
A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.
In a time when corporate merger activity is benefiting CEOs and shareholders, but creating few jobs, Bloomberg TV host Trish Regan asks how to make growth benefit more...
The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...
Investors deem caution towards the stock market as wise, and Social Security is key to retirement confidence, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism Index.
Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.
Lifetime income in defined contribution (DC) plans is garnering more attention, but the solutions raise a number of topics, such as safe harbor, plan sponsors’ fiduciary responsibility and...
As options proliferate on investment menus, retirement plan advisers will have their work cut out for them, said panelists in discussing investment menus at PANC 2014 in Orlando,...
Since the financial crisis of 2008, investment managers and retirement plan advisers have learned to be far more cautious when creating and selecting a stable value fund.
The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.