Tag: alternative assets

In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF;...

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more  

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment...

Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Wagner Law names new Chicago-based ERISA attorney; Franklin Templeton appoints senior alternatives strategist; WTW names director of retirement; and more.

First Trust launches alternative investment ETF; Nassau launches annuity with bonus of up to 10%; Voyant offers retirement plan training...

SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern...

Putnam launches ETFs series; Broadridge releases ESG disclosure, data and benchmarking tool; Lincoln adds digitally available life insurance product; and more.

Retirement research highlights increased investment returns for workers in defined contribution plans through diversification, including alternative assets. 

Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now...

America has a retirement crisis, and SECURE 2.0 takes some important steps to address it, but they are not enough. 

Securian and QPA launch managed account for plan sponsors; Franklin Templeton teams with experts on free alternative investment education program;...

Economic recession and geopolitical tension ranked as more impactful on next 6 months than pandemic, ESG.

The Retirement Savings Modernization Act would explicitly state that 401(k) plans can include investments in all asset classes, though this...

A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.