Search results for: volatility

One way to fix the “retirement gap” is to increase access to alternative investments in 401(k) plans, according to BlackRock's Fink, writing in his annual letter.

Approximately 25% of global GDP, including a significant number of strategic and high-tech sectors, is deglobalizing, according to the report. 

World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership; and more.

Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.

According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.

In light of continued market volatility, investors appeared to move money into what they see as more stable investments

MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the age they want, while participants themselves showed more...

A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.

According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.

Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund; and more.

Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.

Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.

Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities. 

Trading activity stayed subdued last month, with only two above-normal trading days recorded.

Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer allocation ETFs to market.

Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.

According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023.