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.
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.
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.
Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the next 12 months.
If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will likely benefit from demographic trends.
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.
The lawsuit seems keenly aware of the poor record other such complaints have had in federal court since the crucial Supreme Court ruling in Fifth-Third vs. Dudenhoeffer—focusing its arguments more on the imprudent concentration of employer stock as opposed to inflated valuations.
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Lessons have been learned, but experts still worry about the “brittleness” of the U.S. and global financial system.
Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the existing quarterly record as a result.
Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.
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.