Tag: Investments

Nearly six in 10 Americans expect the markets to become more volatile following the results of the presidential election, a...

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for...

Adding a range of high-income generating assets to a traditional retirement-stage TDF portfolio could boost income returns by nearly 40%,...

PNC Retirement Solutions will offer 3(21) and 3(38) investment services.

Some providers are encouraging a type of hybrid approach, bringing together the best of both TDFs and managed accounts. 

A federal judge found that allegations regarding the assessment of excessive fees from which defendants stood to gain are sufficient...

AXA appoints divisional VP for tax-exempt retirement plan market; Integrated Retirement partners with Advaney Associates on participant communications; Connecticut Treasurer...

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says...

The DTCC solution supports the exchange of data between insurance carriers and distributors for the on-going reporting of fees, expenses...

They fail to provide the investment managers with the requisite information to take advantage of these customized portfolio services.

The online solution will offer a library of podcasts, publications, and other materials covering equity markets debt, unconstrained fixed income,...

401(k) plan participants moved at least $213 million into fixed income investments during the month.

One-third of financial advisers who counsel DC plans already plan to make changes to mutual funds used in their clients’...

When investors were asked to choose whether low interest rates or high interest rates are better for their own financial...

The lawsuit alleges fiduciary breaches for holding 401(k) plan assets mostly in one company stock and notes that the plan’s...

An analysis by October Three found that for the year, a pension with a more moderate allocation was down more...

A court ordered the investment manager to pay losses to the plan as well as pay back investment management fees.

Millennials, for example, are more bullish about the market, but less confident about their own retirement prospects.

The SEC says whether offering a brokerage window in a 401(k) through which investments in employer securities can be made...

However, only 37% of survey respondents have used mobile apps to access their investment accounts, which indicates, PNC says, that...