December 29th, 2017
Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move up slowly and cautiously.
December 6th, 2017
Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.
December 5th, 2017
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
November 15th, 2017
However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
October 30th, 2017
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
October 23rd, 2017
LPL’s senior market strategist highlights an interesting upcoming
equity market performance record—the S&P 500 going 33 consecutive sessions
without a 0.5% daily decline.
October 16th, 2017
Against the background of strong equity market performance in
the last seven or eight years, passive target-date funds now account for 42% of
the TDF market, compared with 27% in 2009.
October 10th, 2017
Use of more conservative portfolios can result in women not
being adequately prepared for retirement, new research warns.
September 28th, 2017
Many asset managers describe 2017 as a “tipping point” for collective
investment trust flows from DC plans, according to a new analysis from Cerulli
September 26th, 2017
“Distribution of standalone product has become more
competitive in the wake of commoditization and platform consolidation,”
according to a new analysis from Cerulli Associates.
September 26th, 2017
Several Americans across generations fear their
portfolios aren’t diversified enough to secure a comfortable retirement in the
event of a market correction.
September 18th, 2017
The 3% return on the standard equity portfolio measured
during the second quarter pushed the decade-old DC plan investing index to a
August 2nd, 2017
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.
July 31st, 2017
Actively managed mutual funds attracted significant
adviser-intermediated assets during the first half of 2017, but money is
quickly flowing out of non-institutional active share classes.
July 27th, 2017
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
July 21st, 2017
Nuveen’s lead equity strategist Bob Doll suggests one of the
“biggest U.S. economic wildcards” is the political backdrop, but other crucial
factors are at play behind the headlines.
July 10th, 2017
Mutual funds continue to be the investment vehicle of choice
among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely
July 7th, 2017
A new analysis published by Pantheon warns that the total
number of publically listed securities has dramatically declined in recent
decades—challenging assumptions about maximizing diversification.
June 12th, 2017
Even with more innovative approaches to building menus, the
experts agreed that workers today “will not be able to invest their way out of
the major challenges they face.”
Deals & People
June 9th, 2017
Pavilion Advisory expands consultant team; American Century
Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.