Search results for: volatility
Cheri Belski Joins LPL Financial as Head of Investment Solutions
The former head of product at T. Rowe Price will lead all major investment initiatives.
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs of low-cost options and further customization.
Sponsored by MetLife
Interest Grows in Finding New Uses for Stable Value
MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles...
Sponsored by MetLife
Rate Cuts Changing DC Investing Landscape
Experts at a PLANADVISER webinar highlighted the effects of interest rate cuts on stable value and money market funds.
Staffing an RIA to Serve Small, Midsize Plans
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
Rate Cuts and Retirement Saving
DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing.
Mixed Results for Corporate Pension Funded Statuses
Most pension trackers reported that equity markets performed well in August but were offset by an increase in liabilities.
People May Start Living to 150, Creating Retirement Paradox
As people live longer, advisers must combat sequence risk while also driving growth to meet inflation, according to an investment services firm.
Mutual Fund Managers ‘Dodge Bullet’ on Swing Pricing
The SEC decided not to move ahead with what the mutual fund industry had argued would be a costly proposal to manage market volatility.
Product & Service Launches – 8/8/24
Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity brings new tech stack offering to midsized wealth...
Market Sell-Off Highlights Need for Ongoing Participant Education
Advisers say a quiet client response to the market drop is a good example of how regular education helps participants and plan sponsors.
US Households Face Significant Financial Advice Gaps
Americans revealed the financial tasks they find very difficult and have not sought help to address.
Product & Service Launches – 8/1/24
Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience platform; Voya offers a new stable value solution;...
Vanguard: Auto-Enrollment Has Most Significant Role in Equalizing Savings Access
Automatic enrollment ranks highest for promoting savings across racial and ethnic background, but other modern plan design features can also help book savings, according to Vanguard research.
Product & Service Launches – 7/18/24
Pearl Diver Credit Co. Inc. launches initial public offering; Ocean Park Asset Management announces launch of 1st ETFs; TIAA launches AI platform to deliver lifetime income solutions and...
Investment Advisers Have Election Jitters
Advisers expect the stock market to experience more volatility in 2024 than in the previous year.
Considering the Hot Private Market Space for DC Plans
As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to champion its inclusion in defined contribution plans?
Product & Service Launches – 6/27/24
John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers a new small cap equity fund; and more.
MetLife, Micruity Partner on Retirement Income Solutions
Meanwhile, T. Rowe launches framework to evaluate retirement income offerings.