Experts: Big Investors, Fiduciaries in “Purgatory” Awaiting DOL ESG Rule
Lack of clarity from the DOL about ESG governance for retirement plans added to a drop in ESG incorporation by...
The Markets
Private Real Estate Funds Are Up 7.4%. Can More DC Participants Get a Foot in the Door?
Private real estate investments typically only available for institutional and wealthy investors can be a stable hedge against inflation and...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...
ESG Adoption Slow Among DC Plans
One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.
The Challenges and Opportunities for ESG Portfolios
Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it...
September 401(k) Trading at its Lowest Point Since March 2020
The latest data from Alight Solutions show all but two trading days saw net trades moved from equities to fixed...
401(k) Trading in August Reflects 2nd Lowest Month in History
Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the...
401(k) Balances Reflect Volatile Period for Markets
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
Understanding Investor’s Evolving Concerns
Investors are less confident making decisions on their own, but most see positive change when they receive help from an adviser, according to data from Principal.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves...
Annuity Sales Break Record for Second Quarter
Fixed-rate deferred annuity and registered index-linked annuity sales reach an all-time high in the second quarter, according to LIMRA.
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated...
Light 401(k) Trades in July Even as Wall Street Posts Strong Month
The latest data from Alight Solutions shows there were no above-normal trading days.
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research...
Rocky Equity Markets, Moving Rates Help Annuities Shine
New LIMRA data shows continued equity market declines and rising interest rates drove investors to purchase record levels of fixed-rate deferred annuities in the second quarter.
2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts
Sources say managed account programs are poised for continued growth, especially as more firms have announced plans to make them...
On the Future of Tech Stocks
A new analysis shows the MSCI World Information Technology Index reach a valuation peak in January, clocking the tech sector’s...
401(k) Investors Had an Active Trading Month in June
The latest data from Alight Solutions shows five above-normal trading days in June.
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...