PLANADVISER Weekend Newsdash
Week ending September 14th, 2018

Happy Friday, readers! This week marked the 10th anniversary of the bankruptcy of Lehman Brothers, an event which many point to as one of the pivotal moments of the Great Recession of 2008 and 2009. As we hear below, the events of the crisis caused a fundamental shift in the way Americans think about risk and investing. While the stock market has been kind to those who have remained committed, there is a sense that many of the lessons seemingly learned in the last severe downturn are already being forgotten.   

Editor's choice
A ‘Brittle’ Financial System Persists, 10 Years After Crisis
PLANADVISER this week received a number of written commentaries highlighting the 10th anniversary of the collapse of Lehman Brothers; while some lessons have been learned, experts still worry about the “brittleness” of the U.S. and global financial system. Read more >
Volatility Can Strengthen the Advisory Relationship
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.  Read more >
‘Dilution’ Can Derail Outperformance in Institutional Factor-Based Portfolios
In conversation with PLANADVISER, Northern Trust Asset Management’s head of quantitative research steps through some of the pros and cons of using factor-based portfolios and so called smart-beta strategies; he sees big opportunities, but also warns about the “dilution” phenomenon. Read more >
Volatility, Strategic Thinking, and Long-Term Perspective
PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective amid big equity price swings.  Read more >
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving. Read more >
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth. Read more >
Demand for Private Debt Creates Crowded Market
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk. Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
2020 PLANADVISER National Conference
More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

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