Tag: Investing

The Markets

June 8th, 2018

Experts Probe Potential Signs of Variable Annuity Sales Recovery

Variable annuities continue to face challenges in the wake of transaction processing disruptions caused by the now-vacated DOL fiduciary rule; however, experts anticipate sales to recover as business...

Data & Research

June 5th, 2018

TDF Investor Behavior Improves, But Allocation Mistakes Remain Common

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.

Client Service

May 31st, 2018

Franklin Templeton Report Tackles 529 Plan Myths

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers...

The Markets

May 21st, 2018

Smart Beta Demand Favors Multi-Factor Approach

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has...

The Markets

May 18th, 2018

Opportunities Exist, But Future of CITs in 403(b) Plans Remains Murky

Higher education clients with very large 403(b) plans could theoretically benefit from new laws or regulations allowing them to invest participant assets through collective trust vehicles, but for...

The Markets

April 24th, 2018

ETFs Viewed As One Institutional Investor Response to Volatility Uptick

“As they ready their portfolios for the end of the 'Goldilocks' market, U.S. institutions are integrating ETFs more deeply into their portfolio management and investment strategies,” says Andrew...

The Markets

April 17th, 2018

Guide to the Markets Forecasts Inflation Pressure, Yield Curve Questions

The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to...

The Markets

April 13th, 2018

LDI Solutions Support Surge in Custom Institutional Portfolios

A new Cerulli Associates analysis shows institutional custom solutions assets stood at $1.7 trillion at year-end 2016, and assets are projected to grow 10.4% to 1.9 trillion by...

The Markets

April 10th, 2018

Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias

In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...

The Markets

April 6th, 2018

Roth Option Viewed as Another Avenue for Diversification

Experts say sponsors should offer a Roth option so that participants can diversify their tax situation in retirement.

In Practice

April 6th, 2018

Broker/Dealers Must Move to Support True Financial Planning

More than 60% of advisers polled by Cerulli Associates agree that client demand for “financial planning” is increasing; at the same time, broker/dealers are refining their digital planning...

Data & Research

April 5th, 2018

Fear Keeps Millennial Women from Investing in the Markets

However, they are very responsible with their budgets, with 53% having an emergency fund

Client Service

March 15th, 2018

DISRUPTION: Insider Service and Strategy Talk With PGIM

In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and...

Products

March 13th, 2018

Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act

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...

The Markets

March 2nd, 2018

A Passionate Defense of ESG Investing from Connecticut Treasurer

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...

Data & Research

February 8th, 2018

Participants Achieved Six-Figure Average 401(k) Balance in 2017

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.

The Markets

February 7th, 2018

Strategic Perspective Is a Key Commodity During Bouts of Volatility

As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...

The Markets

February 6th, 2018

Careful Consideration of Client Age Groups Behooves Advisers

When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...

The Markets

February 6th, 2018

Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’

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...

View Points

February 6th, 2018

Three Things Bond Fund Managers Say That Set Off Our Alarms

"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...

Events Spotlight

2026 Retirement Plan Adviser of the Year Awards

Nomination Period Open
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is January 9, 2026.

Industry Intelligence

THOUGHT LEADERSHIP

Cracking the Retirement Code: Income Replacement Rates

Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Sponsored by American Century Investments