Tag: Fixed income

The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

March totals for net new investments in stock and bond funds dipped to $49.4 billion, down from the previous month’s $56.7 billion, according Strategic Insight, an Asset International...

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

Little doubt remains that the Federal Reserve will act within the year—or at least before mid-2016—to raise rates, but less clear is what this means for advisory practices.

Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...

Research from Cerulli Associates suggests financial advisers face a lack of new income products and approaches, due mainly to low interest rates and weaker financials among insurers.

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

Participants in defined contribution plans did little to rebalance their portfolios in February.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.

Standish Mellon Asset Management Company, a BNY Mellon investment boutique focused on fixed income, hired Max Guimond as solutions strategist for its liability-driven investing group.

FINRA’s Annual Regulatory and Examination Priorities Letter highlights issues of importance to FINRA's regulatory programs.

In 2015, the question for defined benefit plan sponsors and their advisers will not just be, “What will interest rates do?”

Investor skepticism gives way to optimism, the equities market will continue delivering (but brace for a rocky ride) and retirement plans will want to take a hard look...

Retirement investors and pension funds have not had to wait very long to test their 2015...

Nasdaq announced that it will acquire smart beta and passive investing specialist Dorsey, Wright & Associates LLC.

Given relatively expensive domestic equity market valuations and historically low developed market interest rates, institutional investors...