Data & Research August 14th, 2024 TDF Assets Continue Climb Through July The popular retirement savings default vehicle reached a new high for assets held by the top providers, according to Simfund...
Products & Services August 13th, 2024 Vanguard Removes Oaktree From $785M Fund The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund.
Client Service July 9th, 2024 Vanguard Leans Into DC Adviser Outreach The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan...
Products & Services July 2nd, 2024 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...
Deals & People June 13th, 2024 Nuveen CEO Minaya Steps Down, President Huffman Takes Role William Huffman will take the CEO role for TIAA’s investment management division.
Data & Research June 3rd, 2024 Plan Sponsors Increasingly Offer Financial Adviser Services Participant demand for adviser services is driving demand, according to MFS.
Deals & People May 15th, 2024 Vanguard Taps Former BlackRock Divisional Head for CEO Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...
Products & Services May 8th, 2024 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...
Products & Services May 2nd, 2024 Alternative Reality Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli.
Deals & People April 16th, 2024 Victory to Acquire Amundi’s $104B U.S. Division The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the...
Deals & People February 29th, 2024 Vanguard CEO Buckley to Step Down This Year The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...
Products & Services February 29th, 2024 401(k) World: DCIO Managers Adjust to Fee Pressures The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...
Data & Research February 7th, 2024 Bank of America Reports 15% Increase in 401(k)s in 2023 The increase came partly from increased contributions, partly from market gains, which was also noted in separate 401(k) investing research...
In Practice January 23rd, 2024 Nuts & Bolts: QDIAs What new advisers need to know about qualified default investment alternatives in retirement plans.
Deals & People January 16th, 2024 Crossmark’s Doll Named CEO, Keeping CIO Role Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike...
Deals & People January 10th, 2024 Voya, Goldman Start 2024 With Leadership Moves Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...
Data & Research December 27th, 2023 Market Watchers See Return to ‘Normal’ in ’24 Retirement savings portfolios may see less volatility next year, according to Bank of America, Goldman, LPL and Vanguard.
Deals & People December 14th, 2023 MFS, Natixis Both Name New CEOs Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.
Data & Research November 10th, 2023 CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
October 27th, 2023 Q3 Reports Show Growth for Retirement Sector Providers Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.