Planadviser Logo
Spotlight Logo
Wednesday, May 11th, 2022
A biweekly topical newsletter from PLANADVISER
Managed Accounts & QDIAs
Good afternoon PLANADVISER readers. It is often during times of stress that the defined contribution plan investment menu comes into the sharpest focus, and the current market environment can undoubtedly be described as stressful. Such periods always raise questions about how default investment options, whether target-date funds or managed accounts, should respond to surges of volatility and questions about the possibility of a recession. Collected below is PLANADVISER’s latest reporting on this important topic. We hope you share some of what you read with a client or colleague.
Practice Management
Risks and Rewards of Managed Accounts
Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed.
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about the remainder of the year.
Data & Research
Retirement Plan Participants Want Their Investments to Make a Difference
Fiduciary considerations must still drive environmental, social and governance investment selection.
Welcome to the Rising Rate Environment
In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are tweaking portfolios and rethinking longstanding allocations.
Inflation Worries Continue Into the Second Quarter
Managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
Client Service
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
Did someone forward you this newsletter?
Sign up here to get PLANADVISER Spotlight directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850