SEC Reopens Comment Period for Proposed Cybersecurity Rules
The rules from the February 2022 proposal include new recordkeeping requirements, and industry actors requested more time to review them.
Tag: risk management
Investment Product and Service Launches
Cambridge Financial launches private client solutions offering; Orion offering free learning for fiduciary advisers; and more.
The Challenges and Opportunities for ESG Portfolios
Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it...
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...
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.
Advisers Have Their Eyes Keenly Trained on Risk Management
The majority prioritize effective risk management of their clients’ portfolios over generating the highest gains, Allianz found in a survey.
Investment-Oriented
Sequence of Return Risk
There’s more participants should understand than just cutting back on equities.
The Great TDF Debate: Prudence vs. Performance
Comparing the “quality” of target-date funds is not a straightforward operation. One must decide how to prioritize performance, risk and many other factors when making a prudent investment...
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.
AssetMark Launches ‘Simple, Automatic’ Income Replacement Solution
The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.
A ‘Brittle’ Financial System Persists, 10 Years After Crisis
Lessons have been learned, but experts still worry about the “brittleness” of the U.S. and global financial system.
An Uncommon Argument Against Greater Savings
In a frank conversation with PLANADVISER, Andrew Biggs points to some common misconceptions about retirement income replacement among lower income groups.
PBGC Multiemployer Insurance Program May Fold Within the Decade
Over the next decade, the financial condition of PBGC’s Multiemployer Insurance Program is expected to steadily worsen, leaving very little chance that the program will remain solvent beyond...
ETFs Can Help DB Plans With Risk and Liquidity
Justin Sibears, with Newfound Research, also cites their proliferation into so many specific areas of the market as a benefit of ETFs.