Retirement Industry People Moves
CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...
Tag: Alternative investments
60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team...
Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes
Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments...
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions,...
Education Options for Alternative Investments Expand
As alternative investments grow in popularity, so do programs to educate and assist advisers looking to discuss them with clients.
Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms;...
Investment Service and Product Launches
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid...
Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines
A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied...
M&A Activity Continues to Play Central Role in 2022
Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity,...
Nonprofit Investors Eyeing Alternative Investments
A new survey shows an increasing number of nonprofit investors are considering whether to add alternative investments to their institutional...
The Case for Alternatives in DC Plans
Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments,...
Investment Product and Service Launches
Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS...
Investment Product and Service Launches
Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster...
Investment Product and Service Launches
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial...
Investment Product and Service Launches
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global...
Investment Product and Service Launches
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.