Retirement Industry People Moves
Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more.
Retirement Industry People Moves
Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more.
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Teachable Moments from Bill Gross’ Run as the ‘Bond King’
Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees.
Retirement Industry People Moves
Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more.
OneAmerica Launches CIT Research Tool for Advisers
The CIT product information database was created in collaboration with Broadridge Advisor Solutions and is designed to support the client service needs of financial advice professionals.
Investment Product and Service Launches
Robeco adds sustainable equities model and Morningstar creates index group targeting low-carbon economy.
Retirement Industry People Moves
Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more.
Retirement Industry People Moves
MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more.
Bogle’s Death Shines Light on a Persistent Fee Debate
The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the long-standing debate regarding passive and active management and the role of controlling fees and expenses in the effort to build household wealth from modest means.
Retirement Industry People Moves
The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.
Investment Managers Foresee a Bumpy Upward Ride in 2019
Despite a global economic slowdown and increased trade tensions, most major asset managers are not predicting an imminent recession—instead they are urging clients to embrace diversification and stick to long-term strategies.
Ways to Talk to Participants About Equity Market Volatility
Aside from ensuring diversification, plan advisers can help refocus participants on their respective time horizons, whether it’s a Millennial looking at retirement 30 years down the line, or a Baby Boomer hoping to retire in the near term.
Retirement Industry People Moves
Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more.
Pension Plan Glide Paths Need to Evolve
Retirement Industry People Moves
Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.
Charles Schwab Equity and Bond CIOs Don’t See Likely Recession
Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the idea that downturn is on the horizon.
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will take shape in 2019.
Retirement Industry People Moves
Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.
Managers’ Long-Term Outlook Gives Context for Current Volatility
Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will be avoided.