Search results for: volatility
Insurers Seek Private Market Exposure, Take More Risk in Portfolios
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.
Product and Service Launches – 2/13/25
Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund; and more.
Most Advisers Say Bitcoin and Digital Assets Misaligned With Fiduciary Duty
Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.
Product and Service Launches – 1/29/25
Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.
Strategies for Enhancing Portfolio Management
According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.
Corporate Pension Funding Status Rose in December, Ending Strong in 2024
Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities.
Retirement Plan Investors Remain Cautious in December Amid Market Volatility
Trading activity stayed subdued last month, with only two above-normal trading days recorded.
Product & Service Launches – 1/9/25
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.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Morningstar Drops Recommended Safe Withdrawal Rate to 3.7%
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.
Economic and Market Outlooks for the Year Ahead
Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.
Product and Service Launches – 11/27/24
Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2 ETFs.
11th Annual Retirement Survey: Changing Viewpoints
As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan participants’ perspectives on retirement have shifted significantly. While concerns about risks...
Sponsored by American Century Investments
On Demand October Sees Gain in Corporate Pension Funded Status
An increase in discount rates helped corporate pensions by offsetting both a decline in asset values and weak investment returns.
Plan Advisers Say Election ‘Noise’ Worth Addressing With Clients
While retirement investing is for the long term, advisers agree it’s important to proactively discuss this week’s election with clients—even if to pivot to more perennial topics.
AI Can Be Helpful for FAs—but Mostly In-House for Now
Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management tool, ideally freeing up advisers for more human...
Product and Service Launches – 10/17/24
Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis provide real-time data access to TPAs; and more.
Elections, Inflation Top Client Concerns
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more concerned with losing clients amid the generational wealth...
Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.