Tag: Investments

With a new Fed chair and expectations for rising rates, 2018 will be a year to focus on fixed income...

The 2017 Participant Survey from Northern Trust Asset Management also shows today's workers are looking more at outcomes to measure...

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected...

Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...

Data shows about one-fourth of nonprofit plan sponsors are not aware of what comprises a formal fee policy statement, and...

However, there is confusion about how to get this additional income stream.

The complaint seeks to state a claim—without relying on hindsight—by arguing the underperformance of a large cap fund was “virtually...

However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.

Findings suggest the opportunity is ripe for smart beta ETF products, but more industry education is needed.

With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.

The results of a fiduciary primer quiz survey prove once again that institutional investing can be a tricky topic for...

The idea is relatively simple: workers who do not yet have emergency savings will be directed to first fund a...

Wilshire’s data shows this was the best one-year return since the year ending June 30, 2014; that year ended with...

Respondents across all three generations cite saving and investing for retirement as their primary financial goal; however, Millennials are less...

Across mutual fund and collective investment trust target-date products, the top-three managers own 62.6% of the market, while the top...

While few if any investing professionals advocate for aggressive market timing, it is natural to ask the question of when...

But only 46% know that annuities offer it, Jackson National Life found in a study done for the Insured Retirement...

In spite of increased optimism, a new Wells Fargo survey finds a significant portion of workers still say they do...

But when they work with an adviser, they understand the importance of more aggressive investing.

The list of regulatory and legislative challenges affecting employers and their retirement plan consultants can seem endless, and when linked...