Investing

It is the highest quarterly increase for the index since 2013.

Managed account providers are focused on platform consolidation and expect fees to decline.

In the U.S., TDFs have consistently had positive gaps because U.S. investors contribute to their 401(k) savings with every paycheck, and TDFs reduce bad market timing decisions.

CIT assets have been increasing 14.4% a year, according to DST.

A review of available share classes and what they mean, and a look at what’s new.

Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.

A paper from Prudential Retirement discusses the benefits of offering lifetime income products in DC plans and how plan sponsors can overcome the fear of using them.

The demand for low-cost passive funds is driving a downward trend in fees for mutual funds and ETFs, according to research by Morningstar.

PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.

There was a decline in expense ratios for actively managed and index equity and bond mutual funds, ICI data shows.

The largest rise in smart beta adoption this year is among asset owners with $1 to $10 billion in assets under management.

Fixed-income investments play a crucial role in overall target-date fund performance, but a new report suggests plan sponsors spend far more time thinking about the equity side. 

As managed account assets climb, these solutions are seeing major shifts in product development, and they can be especially efficient for certain participant demographics.

Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe has had an average annual return of 14.3%—a...

One study suggests asset managers sticking to old sales and service models will very quickly start to fall out of favor among DC plan clients and other institutional...

In a report, the firm aims to challenge five myths about using OCIOs.

What investment experts are telling investors, young and old, to do in response.

“This quarter’s return boosted the one-year return to 10.49% for the year ending March 31, 2017,” says Robert J. Waid, managing director, Wilshire Associates.

Kelley Long, member of the AICPA Consumer Financial Education Advocates group, has a few suggestions for plan sponsors and plan advisers to help participants not react to unreliable...

Plan sponsors participating in a recent PLANSPONSOR forum especially expressed concerns about transparency issues.