Search results for: volatility

Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.

About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.

Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser; and more.

Munis provide a good recession buffer in the current market, experts say. 

Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan menus, according to Cerulli.

64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the level they hope for.

One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.

A panel of plan sponsors note both tangible and intangible traits they seek in retirement plan advisers.

An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state mandates.

American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the last study in 2020. 

Investably announces business valuation service; BM Advisers launches smallcase BM Nifty Top 20; First Trust Dynamic Europe Equity Income Fund organizes into an exchange-traded fund; and more.

Only 2.5% of DC plan participants halted contributions to their plans in 2022.

Experts discuss how to diversify—and remain calm—despite the headlines.

The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50% in slightly more than a year.

JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund; and more.

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets.

Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.

Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment firm Altos Ventures.

Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.

Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and more.