Search results for: volatility

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

Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from the trend toward fee-only advisement.

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and bonds.

California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.

The rules, adopted and proposed, respectively, by 3-2 margins, were partially informed by recent scandals.

As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with $411 billion in assets, according to data from...

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.

A recent survey of U.S.-based financial advisers revealed they expect elevated volatility in 2023 and will position their clients more defensively.  

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with fixed-annuity index provider to build out product offering;...

The trade association found retail annuity sales were 17% higher than a prior 2008 record, driven in part by investors locking in higher interest rates as well as...

New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says it’s important to know the business, and people,...

Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their dominance over the next five years, according to...

Financial illiteracy may be costing the average American $1,819 per year, even as educational guidance and tools are advancing.

After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.

41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.

The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.

The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.