Tag: Investment Managers

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.

Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers. 

Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.

AssetMark will be offering investment strategies and “fee only” products focused on holistic financial planning for investors. 

At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you. 

However, they view U.S. equity valuations as getting less attractive and see a risk to the markets trajectory if the Trump administration cannot enact legislation that supports improved...

In the underlying complaint, the advisory firm was lumped together with the plan sponsor/recordkeeper and accused of permitting fiduciary breaches under ERISA. 

Institutional investors recognize that the expanding middle class in emerging countries will contribute dependably to global growth over the long-term, according to OFI Global Asset Management. 

ERISA lawsuits often see a number of rulings, appeals and modifications before reaching a final conclusion—and the matter of Barchock vs. CVS is no exception. 

Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and...

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

Morningstar finds strong evidence that the two share class approaches are likely to catch on in the ERISA retirement planning industry. 

An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to...

Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.

Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team

Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there...

New offerings include ERISA 3(21) investment guidance services through Wilshire Associates and ERISA 3(38) investment management services through Mesirow Financial.

USAA Launches New R6 Share Class Funds; First Eagle Launches New Mutual Fund Share Classes; Natixis Rolls out ESG TDF; and more.