Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.
About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they face.”
Their assets have been increasing 14.4% per year, according to DST.
As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis.
Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted and investors must take heed.
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.
They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession.
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.
News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.
Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan.
Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.
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 Mercer research.
The IRS prohibits DB plans from paying lump sums to in-pay retirees and beneficiaries,” but many terminated vested participants will view lump sums as attractive.”
The 2017 J.P. Morgan Asset Management Guide to Retirement has been released, offering the firm’s updated take on the capital markets and the latest in personal financial planning.
Investing in a Roth versus a traditional IRA effectively raises the limit on what one can save, leading to materially greater wealth in retirement in the vast majority of tax scenarios.
A new survey report from S&P Global Ratings examining the pension plans of the 15 largest U.S. cities “reveals some common trends and key factors related to net pension liability per capita and funded ratios.”