Investing | January 8th, 2018 J.P. Morgan Warns Long-Term Investment Outlook Is Muted “Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.
Compliance | January 8th, 2018 Retirement Funds Among Targets of Securities Fraud Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in...
Investing | January 4th, 2018 The Old Equity Bull Market Charges Into 2018 “A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...
Investing | January 3rd, 2018 Technology Updates Past Due for Mutual Fund Disclosures “Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC...
Compliance | December 29th, 2017 Settlement Agreement May Conclude Allianz Self-Dealing Challenge Along with non-monetary relief, Allianz will pay $12 million into a common fund for the benefit of class members, to...
Products | December 21st, 2017 Investment Products and Services Launches BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
Investing | December 19th, 2017 Multi-Asset Fund Research Recommends More Focused Benchmarks Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected...
Compliance | December 18th, 2017 Delta Air Lines Excessive Fee ERISA Lawsuit Dismissed Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...
Investing | December 5th, 2017 Year-End Market Analysis Highlights Global Momentum However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.
Investing | December 1st, 2017 Sponsors Must Weigh Response To Record-Breaking Equity Markets With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.
Products | November 30th, 2017 Investment Products and Services Launches Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market...
Opinions | November 1st, 2017 Barry’s Pickings Online: The Bureaucratization—and Politicization—of Capital Formation Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.
Products | October 19th, 2017 Investment Products and Services State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage...
Products | October 5th, 2017 Investment Products and Services Launches American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.
Products | September 21st, 2017 Voya Extends Framework Retirement Program to Tax-Exempt Market The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.
Compliance | September 18th, 2017 What 403(b) Plan Sponsors Can Learn From Recent Lawsuits Steps can be taken to prevent a lawsuit, establish defenses if a lawsuit arises and buy fiduciary protection.
Investing | September 13th, 2017 Overly Broad Clean Shares Discussion Can Mislead Novice Investors There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and...
Data and Research | September 8th, 2017 Investors Share Misconceptions About Retirement Savings Several individuals lack knowledge about the most common investment products used to diversify retirement portfolios, the IALC finds.
Products | August 17th, 2017 T. Rowe Price Funds Added to Schwab Mutual Fund OneSource Select List Among the 25 funds added are retirement target-date funds (TDFs), the Equity Income Fund and the Small-Cap Value Fund.
Products | August 10th, 2017 Investment Products and Services Launches Vanguard updates benchmarks for bond funds; USA Financial adds asset managers to platform; Voya cuts fees on Large-Cap Growth Fund;...