Tag: Investment analytics

SI’s data sets will complement ISS Analytics’ data intelligence.

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and adviser support by launching its digital WealthDesk platform.

Archer and Wilshire Analytics Partner to Add Analysis; E*Trade Platform Expands Available ETFs; Vanguard Increases Active Fixed Income Offerings; and more.

The StoryLine process seeks insight into an employer's overall plan makeup, with the intent of tailoring default options for each plan sponsor.

While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers to become a norm, and just seven years for the Internet.

A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their portfolios.

Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu.

Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and strategic patience.

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.

Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.

The integration brings together retirement income planning software with a web- and mobile-based CRM application.

The planning service will offer investment analytical platforms, tools and financial data to Orion users.

The firm will be presenting the tool to its own network of advisers.

Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.

LifeYield LLC has rolled out a fully updated edition of the LifeYield Advantage Suite software, featuring the firm’s proprietary Taxficient Score.

According to the Alight Solutions 401(k) Index, June was a slow month for trading in defined contribution plans; when 401(k) investors made trades, they tended to favor fixed income.

Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms.