Search results for: volatility
FINRA Proposal Would Allow Broker/Dealers to Use Projected Performance in Marketing to Retirement Plans
The new rule would permit brokers to use projected performance in communications about qualified retirement plan investing.
Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances
The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.
Investment Product & Service Launches – 11/9/23
Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.
Know the Risks Resulting From Swing Pricing, Hard Close Proposals
American Trust Custody’s COO explains why plan advisers and sponsors should prepare for an increase in plan costs if the SEC’s swing pricing proposal hits mutual funds.
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement sector an outlier both in number and size.
Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new research issued by Cerulli and Edelman Financial Engines.
TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22
American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund, as target-date-fund assets in the group ended less...
Long-Term Investment Fund Assets Set to Rise After 2022 Dip
After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for long-term fund managers, driven in part by bond...
Most Retirees Would Change Retirement Strategy, Lincoln Financial Finds
Separately, Hartford Funds’ Mike Lynch says employers should consider a program for retirees to mentor pre-retirees to improve retirement readiness.
Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head of wealth client group; and more.
2023 PLANADVISER National Conference On Demand
Recorded sessions offer expert perspectives on communicating with staff and clients, enhancing your practice and marketing strategies, and solving retirement savings and income challenges.
Inflation Is Reshaping Retirement Outlooks, MFS Reports
Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
Seeing Opportunity in Change
PLANADVISER National Conference 2023 | Inflationary pressures. Ongoing market volatility. Legislative developments. If plan sponsors can expect anything, it’s the unexpected. But with change come opportunities for plan...
Sponsored by T. Rowe Price
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as clients.
Understanding Plan Fees, With Help from NAGDCA
A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to the asset class.
Economic Slowdown, Inflation, Top List of Adviser Concerns in PGIM Study
A new survey by the asset manager also shows that more than half of respondents view U.S. Treasurys, investment-grade corporate bonds and municipal bonds as attractive investments.
Adviser Opportunities in Serving the K-12 Education Market
Jim Kiley of Security Benefit outlines the multiple opportunities available to retirement plan advisers with school district employees.