Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they can afford to ignore the broad or specific implications of recent tax reforms for their clients.
While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be the right thing to do offers some food for thought for anyone charged with the fiduciary management of retirement plan assets.
Fidelity has updated its quarterly analysis of the average retirement savings balances across its book of business, and the results are once again quite encouraging.
New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement income solution; also considered is the emergence of so-called “shadow fiduciaries.”
"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders at Charles Schwab. "When we look for bond managers as sub-advisers, there are things we like to hear, but there are also things managers say that immediately trigger our alarms."
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
More than 82% of those from the Millennial generation, defined here as those born between 1977 and 1993, are now invested in a diversified portfolio.
PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.
Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web portal.
The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.
While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains muted.
“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another in the short term.”
U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.
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.
Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.
One clear way to help prevent retirement plan leakage is to help families cope with financial shocks and income volatility in the short term; one way to do this is to encourage use of “sidecar accounts.”