Search results for: volatility
Investment Product and Service Launches
AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account onboarding; and more.
ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s
Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
Lawsuit Would Block Missouri’s Anti-ESG Advising Rule
Requiring registered advisers to follow state-level ESG disclosure rules violates federal law, according to SIFMA’s lawsuit.
Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds
Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan Asset Management.
73% of 401(k) Savers Would Like Personalized Investment Advice
Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers, according to Schwab’s annual 401(k) participant survey.
Fidelity AUA Jumps 18% Year-Over-Year in Q2 to $11.7T
Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension risk transfer growth.
Keep it Simple: Innovations in Small Plan Advisement, Management
Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for smaller businesses.
Investment Product and Service Launches
Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.
BlackRock: Retirement Confidence Shows Steady Decline
BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.
Prudential’s Three Pathways to In-Plan Retirement Income
The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’ savings.
Schwab: Financial Advisers Using Behavioral Finance Gain More in New Assets
Advisers also turned to personalized options such as direct indexing to stand out for clients.
Investment Service and Product Launches
Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
ERISA Advisory Council Highlights Trends in Pension Risk Transfers
PRTs are trending upward, but their relationship with private equity and non-traditional investments is drawing more scrutiny.
Fidelity Starts Reinsurer Focused on PRT, Retail Annuities
The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets, according to a filing.
Gen X, the First 401(k) Generation, Is Least Prepared for Retirement
Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement but feel least ready for it, according to...
Inside the Deal: What Makes Retirement and Wealth M&A Stick?
Aggregators discuss the importance of a robust onboarding protocol that ensures an acquired advisory is set up for continued growth.
Median Retirement Plan Value Hits Record Low in 2022
Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.
One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide
An additional 15% are unsure if they will ever be able to retire.
Auto Enrollment Drives Record Plan Participation, Vanguard Reports
After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
Prudential Research Finds Gen X Particularly Unprepared for Retirement
A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their retirement.