Tag: Fixed income

Should Inflation Be a Bigger Client Concern?

As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis. 

Generating Income Tops Adviser Concerns

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

Fixed-Income Holdings Can Make Or Break TDF Performance

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.

Lump Sum Spending Often Followed By Regret

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they regret the choice in hindsight. 

Investment Products and Service Launches

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more