Investment Service and Product Launches
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid...
Tag: Mutual funds
Bear Market Draws Attention to Actively Managed Funds
Active and passive funds have both found success in retirement saving plans, but recent volatility is providing further analysis for...
Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility
According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.
SEC Proposes Controversial Rule on Swing Pricing and Liquidity
The SEC proposed a new rule Wednesday that would require all open-ended funds, except money market funds and exchange-traded funds,...
Wilmington Trust Introduces Digital CIT Onboarding Tool
Plan adviser users of the tool can automatically pull key data for the plan they are advising into the system...
401(k) Balances Reflect Volatile Period for Markets
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
What Mutual Fund Fee Disparities Mean for Retirement Savings
Retail investors generally pay more fees in IRAs than in workplace plans, leading to higher costs and lower long-term savings.
Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds
In general, fund fees continue to decline, including those of actively managed funds.
Trends
The Bond ‘Misclassification’ Debate
Accusations about overblown bond ratings, by Morningstar, still need to be proved, advisers say. But, if true, this could affect...
DCIO Service Providers Report Significant Momentum
As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.
Is Bond Fund Misclassification a Serious Problem?
PLANADVISER wades into the tricky and not uncontroversial topic of bond fund classification, or 'misclassification,' as it were.
Investment Product and Service Launches
SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution;...
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
Investment Product and Service Launches
Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.
Investment Service and Product Launches
Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.
SEC Proposes Overhaul of Retail Fund Disclosure Framework
The proposed disclosure framework would feature ‘concise and visually engaging shareholder reports,’ according to the federal securities market regulator.
As CIT Market Expands, More Get Coveted Tickers
Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund...
CIT Expertise Puts Advisers in the Driver’s Seat
Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...
Investment Product and Service Launches
Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.