Americans Seek Diversified Investments and Advice
Affluent investors seek out advice from multiple providers because they are hesitant to trust a single source, a new analysis suggests.
Tag: Investment Managers
Retirement Industry People Moves
Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role
Retirement Industry People Moves
Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.
Morality and Pragmatism Can Clash for ESG Investors
There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...
Systemic Risk and Climate Fears Drive ESG Momentum
Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.
ESG Investing Is Not A Political Act
A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as...
Predictions of Pain Ahead for Advisers and Managers
Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...
Participants Are Getting Better At Using TDFs
More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.
State Street Global Advisors Survey Finds Increased ETF Use by Advisers
ETFs have a long way to go before they overtake mutual funds in the DC space, but data from State Street Global Advisors suggested they could be on...
Investment Products and Services
John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more.
DC Plans Could See More Smart Beta Approaches
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.
Trustworthiness Trumps Other DC Adviser Satisfaction Factors
Trustworthiness is a must-have ingredient for brand consideration in the defined contribution (DC) industry, according to a new analysis from Cogent Reports.
Commonwealth Won’t Offer Commission-Based Products for DC Plan Clients
The announcement impacts both IRAs and qualified plans.
Investment Managers Expect Next Fed Rate Hike Could Come Soon
They also anticipate that as the election draws near, the markets will become more volatile.
Retirement Industry People Moves
Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.
Healthy Momentum Measured for CITs
An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly.
Investment Products and Services Launches
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
Investment Products and Service Launches
Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.
Asset Manager Distribution Strategies Shift With the Times
Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research.
Brand Trust Dominates IRA Rollover Decision
Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...