One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A. Davidson survey.
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who benefit from taking the most risk are likely to feel the most pain when market conditions sour.
On average, just 0.01% of balances were traded daily in December, which is in line with the monthly average for the past year, according to Alight Solutions.
Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite the efforts of policymakers.
Two-thirds of days during the month saw net trading activity favor equity funds over fixed income, according to the Alight Solutions 401(k) Index.
Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.
Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.
Fidelity reports it has seen unprecedented growth in women opening new retail investing accounts, plus a record-high average of 9.2% contributions to DC retirement plans.
Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity risk.
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.
Who gets to define best execution? Is T+1 or T+2 better for market stability? What even is payment for order flow? The Senate Banking Committee tackled all these questions and more at a dynamic Tuesday morning hearing.