Tag: asset management

Products April 8th, 2021

Investment Product and Service Launches

Vanguard lowers fees for Target Retirement Trusts; State Street Global Advisors announces new bond ETF; Bernstein Research launches Alphalytics; and more.

Products June 20th, 2019

Investment Product and Service Launches

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.

Investing January 10th, 2018

Investor Type Sways Median Fee, Use of Active Management

Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.

Deals & People December 22nd, 2017

Retirement Industry People Moves

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow gained 229.23 points (0.66%) to finish at 34,777.76, the Nasdaq closed 119.40 points (0.88%) higher at 13,752.24, and the S&P 500 was up 30.98 points (0.74%) at 4,232.60. The Russell 2000 increased 30.21 points (1.35%) to 2,271.63, and the Wilshire 5000 climbed 361.06 points (0.83%) to 44,084.98.

The price of the 10-year Treasury note was unchanged, with its yield at 1.567%. The price of the 30-year Treasury bond decreased 30/32, bringing its yield up to 2.282%.

For the week ending May 7, the Dow climbed 2.67%, the Nasdaq lost 1.51%, and the S&P 500 finished 1.23% higher. The Russell 2000 was up 0.23%, and the Wilshire 5000 increased 0.49%.

Industry White Papers

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.