Search results for: volatility
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments such as private real estate, equity, and infrastructure.
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions, or steer toward other non-traditional options altogether.
Financial Advisers Increasingly Land Clients Through Social Media
41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.
Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Behind Robinhood’s Retirement Push
Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of American investors. She’s getting the chance with an...
Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022
Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers to work with plan sponsors on their financial...
RetireOne Adds Nationwide RIA Annuities As Advisers Consider Options
Insurance outsourcing firm RetireOne partners with Nationwide on annuities for investment advisers. But recent research brings into question just how much advisers want to talk annuities with clients.
Investment Adviser M&A Activity Expected to Mellow in ’23
Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.
Experts: Employers Can Help with Student Loan Management
There are numerous student loan debt assistance and benefit options that advisers can bring to employers, according to a panel of experts who met last week.
Investment Service and Product Launches
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid alternative investment product; and more.
Study: Women Say Competing Priorities Hinder Retirement Saving
Although women live longer than men, many retire earlier than planned and few can save enough to reach the income replacement levels as men in retirement.
Fintech SMB Plan Providers Saw Growth in ’22 On Low-Fees, State Mandates
Firms offering low-cost smaller company retirement plans say business is booming despite market volatility, but opinions are mixed on how impactful SECURE 2.0 would be for small business...
SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push
SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.
Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and commercial real estate; and more.
Bear Market Draws Attention to Actively Managed Funds
Active and passive funds have both found success in retirement saving plans, but recent volatility is providing further analysis for a decades-long debate.
Retirement Industry People Moves
DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.
Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility
According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.
Investment Product and Service Launches
Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal market; Franklin Templeton teams with experts on free...
Investment Product and Service Launches
Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index...