Tag: Investment analytics

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 can afford to ignore the broad or specific implications of recent tax reforms for their clients.

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 the right thing to do offers some food for thought for anyone charged with the fiduciary management of retirement plan assets.

Social Security Optimization Can Extend Retirement Portfolios by a Decade

In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets.

P-Solve Report Questions Some Common TDF Manager Practices

“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,” P-Solve argues. “TDFs are built mainly for favorable economic and market environments.”

Investment Products and Services Launches

Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.  

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 stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore.

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 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."

Voya Financial Steps Straight Into ESG Investing Debate

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal considerations in retirement plan investing.

Empower Retirement Reveals PlanVisualizer System

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing the plan for the employer.