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Investment Product and Service Launches
LifeYield creates alliance with software-based service organization; Dimensional announces new Investment Solutions Group; Vanguard reopens funds and broadens access to others; and more.
Sponsored by PIMCO
Rationality and Retirement: Mutually Exclusive?
Behavioral finance may help to overcome cognitive biases.
Sponsored by PIMCO
Industry Demands Delay of New Jersey Fiduciary Regs, Deference to SEC
Advocacy and lobbying organizations representing the interests of brokers/dealers and investment advisers operating in New Jersey continue to voice their disapproval of the proposed regulations.
Market Sentiment for Second Half of 2019 Varies
It’s hard to know what investments to put into place when market watchers are in disagreement, but one thing they can agree on is that retirement investors must...
Retirement Industry People Moves
Insight Investment names portfolio strategist; Ascensus adds RVP to cover northern Texas region; QMA announces chief business officer; and more.
Employers Broadening Well-Being Programs to Encompass Many Aspects of Life
Among those that are now considering physical, social, financial, community and mental health, employee productivity is higher.
Mercer, Club Vita Provide Pension Plan Longevity Risk Reporting
An aggregate enhanced data set will be used by Mercer's consulting teams to provide more powerful insights to help with client decision making.
Human Error Leaves Retirement Plan Data Exposed
Experts in financial services cybersecurity are confident in most organizations’ technical strategies—in their use of sophisticated firewalls, encryption and network security tools—but there is much more concern about...
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
The recently finalized acquisition of Wells Fargo’s Retirement and Trust business by Principal Financial Group calls to mind an earlier deal, inked by John Hancock and New York...
For Retirement Security, Cast a Wide (and Cost-Efficient) Net
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director...
To Succeed, Financial Wellness Programs Need Personal Touch
Financial stress is on the rise in all generations, indicating that financial wellness programs are missing the mark, according to PwC. A new survey report from the firm...
Education Can Help ‘Savers’ Feel Confident Like ‘Investors’
Nearly all of those responding to a new Schwab survey say they would feel confident about making the right financial decisions with professional help, yet only half feel...
Investment-Oriented
New Platforms Support ETFs
Some designs have removed the obstacles to investment by retirement plans
Trendspotting
Educating Is Important With 529s
Offering advice about these plans can deepen relationships with clients
Cover Story
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others...