Search results for: volatility
Advisers Looking for More Guarantees for Clients
The majority of advisers said the cost of living given the current economic environment will impact their clients’ retirement timeline, according to the latest Brinker Barometer survey.
TD AMERITRADE Introduces Fixed-Income Investment Tool
TD AMERITRADE Holding Corporation, introduced Bond Wizard, a tool to help investors find bonds and certificates of deposits (CDs) or build a bond ladder.
Institutional Investors Stick with Alternative Investments
JPMorgan research found that institutions are keeping alternative investment allocations intact.
Lucido Leaves Watson Wyatt to Lead New Fidelity Practice
Bob Lucido joined Fidelity Investments as a senior vice president in charge of a newly created Human Resource Strategy practice for Fidelity’s Consulting Services business, the company said.
Taking a Closer Look at Target-Date Funds
A consultant at Russell Investments offers 12 nuggets of advice for selecting target-date funds for DC plans.
Emerald’s Alternative Allocation Strategies Offered on FOLIOfn Platform
Investment manager Emerald Asset Advisors, LLC, said its alternative strategies are now available on the FOLIOfn Institutional platform.
ProShares Launches Two Short ETFs in Energy, Financial Sectors
ProShares announced new funds that leverage desirable exposure to the oil and financial sectors.
World Equity Markets Continue Upward Track
Emerging world equity markets gained 2.34% in May, while developed world markets returned 1.85%, according to Standard&Poor’s monthly stock market review, the World By Numbers.
Q1 Sees DC Flight to Safety
Defined contribution participants chased performance in the face of first-quarter volatility this year, according to Callan Defined Contribution Index data.
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An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can advisers do?
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Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
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Spinning the Web
Web education tools can help advisers communicate more efficiently and effectively
Investors Need to Fix Fixed Income Strategies
Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.
New S&P Index Offers Exposure to Entire Agribusiness Industry
Standard&Poor’s launched the first index to offer exposure to both equities and commodities across the entire agribusiness industry.
Morgan Stanley Launches Commodities Alpha Fund
Morgan Stanley Investment Management (MSIM) launched the Morgan Stanley Commodities Alpha Fund, an actively managed mutual fund.
Advisers Say Extravagance, Procrastination Hinder Retirement Savings
Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.
DC Consultants Adjust Offerings to Address New Trends
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
High-Net-Worth Investors Trust Advisers, Not Fund Cos.
A survey said 87% of investors have a high degree of trust in their adviser, but a majority are dissatisfied with the fund industry.
Chemical Imbalanced?
A new research paper suggests a potential tie between biology and (apparently) irrational exuberance.