Investments

  • 401(k) Managed Accounts: A Value Proposition Lost In Translation
    401(k) Managed Accounts: A Value Proposition Lost In Translation

    401(k) managed account investors more confident in retirement investment strategy than non-advice users

    As the retirement industry continues its transition away from the defined benefit system, the onus is increasingly placed on individual plan participants to educate themselves and implement an appropriate retirement investment and income strategy.
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  • Financial Services Leaders In Growth And Loyalty Metrics
    Financial Services Leaders In Growth And Loyalty Metrics

    Number of relationships up, average share of wallet decreasing; high trust increasing

    Exploding consumer engagement with financial services firms is requiring competitors to fight harder for their share of wallet, according to a new market intelligence report that identifies metric leaders by Hearts & Wallets, the independent data and benchmarking firm that specializes in saving, investing and financial advice.
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  • Vital Statistics On Flexible Spending Accounts
    Vital Statistics On Flexible Spending Accounts

    Average contributions increasing while half forfeiting funds to their employers

    A new research report, published today by the Employee Benefit Research Institute (EBRI), provided an analysis of the activities of over 3.2 million flexible spending accounts (FSA) in 2022 and found that average contributions have increased, a vast majority of accountholders taking distributions and roughly half forfeiting back funds to their employer.
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  • Global Atlantic 2024 Retirement Outlook Survey
    Global Atlantic 2024 Retirement Outlook Survey

    Retirement age investors value asset protection over growth

    While U.S. markets rebounded in 2023, retirement age investors are still prioritizing strategies for generating reliable retirement income and protecting their nest eggs against volatility, according to the Global Atlantic 2024 Retirement Outlook Survey, a new study from Global Atlantic Financial Group (“Global Atlantic”).
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  • CFP Board Statement On Final DOL Retirement Security Rule
    CFP Board Statement On Final DOL Retirement Security Rule

    DOL rule aligns with investor expectations for retirement investment advice

    CFP Board applauds the DOL for issuing the final Retirement Security Rule, which expands the definition of fiduciary advice under the Employee Retirement Income Security Act (ERISA).
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  • Guide To US Active ETFs
    Guide To US Active ETFs
    Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published “Morningstar’s Guide to U.S. Active ETFs,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs).
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  • Investors Show Bullish Sentiment Despite Drop In Optimism
    Investors Show Bullish Sentiment Despite Drop In Optimism

    Inflation, election concerns mount

    Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey.
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  • Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products
    Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products

    Financial advisors see merits of allocating to both active and passive funds

    Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry and imperative to the product rationalization process, according to the latest Cerulli Edge—The Americas Asset and Wealth Management Edition.
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  • Global Insurance Investment Survey
    Global Insurance Investment Survey

    Three-quarters of insurers invest in private markets or plan to do so as firms put excess cash to work

    Mercer and Oliver Wyman, businesses of Marsh McLennan (NYSE: MMC), today released their 2024 Global Insurance Survey. Drawing on insights of more than 80 insurers globally, the survey highlights their investment and portfolio positioning plans for 2024 and beyond.
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  • Where Are Young Americans Focusing Their Wealth?
    Where Are Young Americans Focusing Their Wealth?

    Millennials and Gen Z are as likely to own cryptocurrency as they are real estate

    When it comes to wealth, younger Americans — specifically millennials and Gen Z — have some catching up to do, especially considering adult members of these generations own just 74 cents for every $1 of wealth that baby boomers owned at the same age.
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