Search results for: volatility
Younger High-Net-Worth Investors Seek Out Alternative Investments
Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.
Methods of Addressing Saving Inequity
Panelists at the PLANSPONSOR National Conference discuss how participant data paired with plan design can help address saving disparities in the workforce.
EFE Finds Increased Participant Inputs to Managed Accounts
The managed account provider says analysis reveals personal data inputs doubled over the past decade.
Plan Sponsors Increasingly Offer Financial Adviser Services
Participant demand for adviser services is driving demand, according to MFS.
Recent College Graduates See Finance as Top Career Prospect
Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000 people reaching certification as financial professionals.
Addressing Changing Attitudes Toward Retirement Planning
Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.
T+1 Cycle to Start May 28
Beginning in one week, broker/dealers must settle transactions by the next business day.
Do Managed Accounts Need a Rebrand?
A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
An Election of Economic Import
While experts caution long-term investors from responding to election-season volatility, some market watchers see the potential for longer-term economic ramifications from voting in November.
Stable Value Funds Amid High Interest Rates
Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen when rates finally come down.
Tech-Savvy Wealth Managers See Higher Client, Asset Growth
Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying.
Advisory M&A News – 4/29/24
Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by Toregas.
Investor Confidence Remains High as Election, Inflation Bring Unease
Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
2024 RPAY – Emmett G. Dupas III, Bienville Capital Group – Northwestern Mutual
Business at a Glance as of 12/31/23 Location: Metairie, Louisiana How many plan assets do you have under advisement? $408M What is your median plan size (in assets)?...
2024 RPAY – Emily Wrightson, CAPTRUST
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $49.7B What is your median plan size...
2024 RPAY – Jim Detterick, Morgan Stanley Graystone Consulting
Business at a Glance as of 12/31/23 Location: New York, New York How many plan assets do you have under advisement? $27.8B What is your median plan size...
Product & Service Launches – 4/18/24
Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches HSA to complement retirement offerings.
Product & Service Launches – 4/11/24
Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to consider.
Why Advisers Should Think of Social Security as a Fixed Asset Class
A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and to help participants plan appropriately.