Fidelity to raise equity allocations in target date funds
Fidelity is the largest provider of target date funds with more than $170 billion under management on behalf of approximately 6.5 million investors in its Fidelity Freedom Funds product line...
View ArticleDrew Carrington joins Franklin Templeton’s DCIO business
In the recent past, Carrington served as head of the Defined Contribution and Retirement Solutions Group at UBS Global Asset Management.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleThe 'Floor-Leverage' Model
An easy income recipe from Financial Engines: Put 15% of your savings in a triple- leveraged stock ETF and the rest in something safe, like a TIPS ladder.
View ArticleA Case of Low Book Yields
“Even if rates were to slowly rise, they would still be historically low. There would be less pressure on companies, but the overall portfolio rate of return could continue to go down,” said Mary Pat...
View ArticleIn Finland: Saunas are Hot, Retirement is Cool
Finnish people love their saunas and their nation's retirement system, which features a basic tax-funded pension, a compulsory collectively-managed DC plan for private-sector workers, and a government...
View ArticleFINRA Talks a Good Game
FINRA's recent report on conflicts of interest at brokerages laid bare some dingy practices. Some say it's a move to burnish FINRA's credentials as a candidate for regulator of all brokers and...
View ArticleThe ‘haves’ have retirement plans; the ‘have-nots,’ not so much
White, male, well-educated, healthy and married full-time workers are more likely to have access than non-whites, women, single people, the less educated and the less healthy.
View ArticleMore DB sponsors intend to off-load risk
“Pension plan sponsors remain under tremendous pressure to reduce the financial liabilities of their DB plans,” said Michael Archer, leader of the client solutions group for retirement, North America...
View ArticleHedge fund managers’ eyes are bigger than customers’ budgets: E&Y
The growth ambitions of managers may not be matched by sustained investor appetite," said Art Tully, EY’s Global Hedge Fund Services co-leader said in a release.
View ArticleVanguard tops mutual fund flow charts in October
Vanguard gathered just over $6 billion in the quarter ($60 billion YTD) to lead all fund companies. American Funds, PIMCO, Columbia and Janus all saw outflows of more than $10 billion each, according...
View ArticleSign of the times: Fidelity adds short duration bond funds
The funds are: Fidelity Limited Term Bond Fund, Fidelity Conservative Income Municipal Bond Fund and Fidelity Short Duration High Income Fund (Advisor and retail share classes.)
View ArticleThe Uncertain Future of Central Bank Supremacy
"Comforted by the notion of a “central-bank put,” ...many investors have “looked through” countries’ unbalanced economic policies.The result is financial risk-taking that exceeds what would be...
View ArticleWhich Bubbles Will Burst Worst?
The universe of assets whose price will collapse in the next downturn is considerably better populated than the collection of assets whose price won't collapse. If you asked me to guess, I'd put the...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleA Case of Low Book Yields
“Even if rates were to slowly rise, they would still be historically low. There would be less pressure on companies, but the overall portfolio rate of return could continue to go down,” said Mary Pat...
View ArticleIn Finland: Saunas are Hot, Retirement is Cool
Finnish people love their saunas and their nation's retirement system, which features a basic tax-funded pension, a compulsory collectively-managed DC plan for private-sector workers, and a government...
View ArticleFINRA Talks a Good Game
FINRA's recent report on conflicts of interest at brokerages laid bare some dingy practices. Some say it's a move to burnish FINRA's credentials as a candidate for regulator of all brokers and...
View ArticleThe Hangover
Publicly held annuity issuers could be handicapped in the future by lingering liabilities, and should have foreseen the impact of IRA money flowing into VAs starting in 2002, says one analyst. Others...
View ArticleA Fool for a Client?
MassMutual is the latest target of the St. Louis plaintiff's attorney Jerry Schlichter, who has won eight-figure judgments and settlements in a series of "excessive fee" cases against high-profile...
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