June 5th, 2017
UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently.
June 1st, 2017
Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.
May 30th, 2017
The firm is not sharing all the details of its compliance plan for the DOL fiduciary rule, but it has confirmed it will put some new limits on mutual fund share classes made available to retirement accounts.
May 25th, 2017
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
May 22nd, 2017
In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996, according to Investment Company Institute data.
May 12th, 2017
The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued
this week with the news that ML advisers will retain some access to commission-based IRAs.
May 11th, 2017
Changes Fund Offerings; Wilshire
Launches ABR Equity Index; Data Science Partners Develops Downside-Risk
Protection Model; and more.
May 10th, 2017
Providers are enhancing managed accounts with new
features and are seeking to maximize the benefits of these solutions in order
to outweigh their costs.
May 4th, 2017
Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.
April 21st, 2017
TDFs growing rapidly in the DC market, providers are exploring new ways to
stand out from the crowd.
April 20th, 2017
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.
April 17th, 2017
International Equity funds took the lead among Equity funds in March.
April 14th, 2017
Morningstar finds strong evidence that the two share class
approaches are likely to catch on in the ERISA retirement planning industry.
April 6th, 2017
Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.
April 6th, 2017
The new DC plan solution combines human touch and technology to make the onboarding experience easier.
March 29th, 2017
A new study finds Millennials are almost unanimous in their
support of TDFs and auto-escalation features; moreover, they want their
employers to help them save for retirement.
March 16th, 2017
Investors had previously shown more interest in government funds due to money market fund regulation.
February 24th, 2017
In the last few years, real-estate exposure has been
gaining traction in the DC space; however, its potential for key benefits also
poses several challenges.
February 16th, 2017
Passive strategies continued to lead demand.
February 9th, 2017
Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds