The Markets

Ohio Attorney General Mike DeWine announced an historic $2.43 billion settlement in a class-action lawsuit with Bank of America (BofA).

The majority of investors view tail-risk management as an important part of their investment plans, but barriers remain for adopting risk-mitigation strategies.

North American investor confidence continued to decline this month, according to State Street Global Markets.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

Defined contribution plan participants transferred assets from equities into fixed-income investments again in August, according to the Aon Hewitt 401(k) Index.

New research from Morningstar quantifies how much additional retirement income, or “gamma,” investors can generate by making better financial planning decisions. 

Advisers can help clients by understanding how their emotions influence investment choices, according to panelists at an American Beacon Advisors event.  

Considering factors other than participant age when determining target-date fund (TDF) asset-allocation strategy can improve outcomes.

Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.

Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic crisis.

Sponsors and participants may be ready for the concept of “financial wellness,” speakers told the 2012 PLANADVISER National Conference.

A good quarterly review starts with an effective meeting agenda, panelists told attendees of the 2012 PLANADVISER National Conference.

Nontraditional investment opportunities are attracting more investors looking to protect wealth, achieve returns and generate income, according to a recent poll.

Though advisers are more likely to choose mutual funds over exchange-traded funds (ETFs) to access alternatives, ETFs are catching up.

Delivering the opening keynote at the 2012 PLANADVISER National Conference in Orlando on Monday, BlackRock Senior Adviser Bob Doll...

The size of defined contribution (DC) participant balances declined in the second quarter of 2012 by more than 2%, according to the Callan DC Index.

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

Russell Investments has seen a marked uptick in interest in investment outsourcing from larger corporate defined benefit (DB) plans.

One in three investors said they are less willing to take on risk, and many regret pre-recession financial decisions, a TD Ameritrade Investor poll found.

Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.