Tag: Investing

One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey.

The platform will allow advisers to help their clients visualize the risk levels of their portfolios in order to navigate the fluctuating market.

Client Service

October 11th, 2017

Millennials Suffering From Financial Anxiety

A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells...

In a world of heightened fiduciary scrutiny, plan sponsors need to pay close attention to the language of fiduciary insurance policies.

"There's way too much product and a lot of confusion," says Don Robinson with Palladiem.

A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment.

Although the court dismissed claims regarding risky investments in TDFs and participant fee disclosure failures, Verizon still faces a charge regarding an underperforming investment.

Participants in GE's 401(k) plan allege the company retained proprietary investments in the plan, even when they were imprudent, in order to earn revenue.

A participant says a plan with more than $157 million in assets has the bargaining power to negotiate lower fees for administration and plan investments.

The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.

The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.

A participant accuses the firm of failing to prudently monitor and assess investment options for the plan.

Forty-one percent of Millennials are avoiding the stock market and using savings accounts to save for retirement, which LendEDU estimates will cause Millennials to miss out on more...

Firms focusing heavily on promoting low-cost products without considering clients' preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1...

For two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors, and at the same time, provides more meaningful benefits to participants, John...

The new solution aims to help advisers provide smaller plans with a “big plan experience.”

In addition, Alight Solutions finds participant trading in 401(k) plans has slowed down from 1997 to 2017.

Reliance Trust Company Partners with Northern Trust and Wilshire Launches ESG Intermediate Credit Index