Search results for: volatility
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.
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.