Investing

Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with investment models and alter on a client-by-client basis.

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

Willis Towers Watson makes the case for white label funds in a new paper.

The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.

There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and other kinds of revenue sharing.

Research found 41% of Millennials are avoiding the stock market and are instead using savings accounts to save for retirement.

Strategic beta ETFs are an important asset class to consider, but new research also warns many of the products “aren't as distinctive as they may first appear.”

John Lowell, with October Three, says for two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors and provides more meaningful benefits to...

Across the top 300 funds globally, U.S. funds represent 38.6% of assets.

The CRR explores various ways investment returns and Social Security could be affected by an aging population.

The Department of Labor recommends the incorporation of workforce demographics into QDIA design; different providers have different philosophies about the best way to do this.

A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping...

Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.

Ninety percent surveyed are interested in pursuing sustainable investments as part of their 401(k)s.

Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.

Corporate funds led gains for the second quarter of 2017, according to the Wilshire TUCS.

In 2016, 13% of workers were invested in a Roth 401(k).

401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty more in balanced funds, a joint study by...

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis...

“The DOL conflict of interest rule poses risk to a firm if [practice leaders] knowingly allow advisers to manage underperforming portfolios for clients when a better-performing portfolio with...