Search results for: volatility
BNY Mellon Launches Dreyfus Global Real Return Fund
The Dreyfus Corporation, a subsidiary of BNY Mellon Asset Management, has announced the launch of Dreyfus Global Real Return Fund, Inc.
Almost a Third of Advisers Increased Use of Guaranteed Income
While many advisers are still not embracing annuities in retirement income planning, almost 30% said they have increased their use of guaranteed income streams amid the market crisis,...
Americans Still Fretting Over Money
Things might be looking up on Wall Street, but a new survey found 84% of Americans still fret about their finances.
Workers Need 15x Final Pay in Retirement
The average U.S. employee will need 15.7 times their final pay in retirement resources to maintain their current standard of living during retirement, according to a new analysis...
Survey Finds Gaps in Plan Sponsor Goals, Roles
A new survey reveals a potential disconnect between plan sponsors and plan participants.
Mercer Launches Online Retirement Planning Education Campaign
Mercer has launched an online retirement planning education campaign for participants in 401(k) plans it administers.
Morningstar Offers Valuation Services for Privately Owned Businesses and Securities
Morningstar, Inc., has launched a valuation services business that values privately-owned firms and securities for purposes such as the sale of a business, estate planning, or financial reporting.
401(k) Balances Not Quite Back to Pre-Recession Levels
A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...
PIMCO Launches First Strategy in New Equity Series
PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).
Participant Actions (or Lack Thereof) Helped Mitigate Downturn's Damage
New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
Morningstar Finds Room for Improvement in Target-Date Funds
Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.
More Workers, Retirees Turn to Financial Advisers for Help
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
Genworth Offers Retirement Book for Advisers
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.
Investors Don’t Flock to Stocks
Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...
Bond Fund Investors Beware
A new report from Morningstar warns those who flocked to bond funds in 2009 that even those investments aren't immune to volatility.
Advised Investors Feel More Confident about Equities
A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.