Search results for: volatility
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.
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment vehicle and its potential as a decumulation tool.
September Shows Slight Decline in Funding Status for Most DB Plans
The majority of pension consultancies report liabilities edged out strong market results.
Auto-IRAs May Need Better Emergency Withdrawal Comms
A study by Boston College researchers finds state auto-IRA savers may not know how flexible the accounts can be.
401(k) Traders Shifting to Fixed Income
There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.
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.