The Markets

Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with...

Participants age 50 and older need more personalized advice, advisers say.

J.P. Morgan Funds economist Dr. David Kelly sees the greatest opportunities in emerging markets and Europe.

Use of more conservative portfolios can result in women not being adequately prepared for retirement, new research warns.

"There's way too much product and a lot of confusion," says Don Robinson with Palladiem.

The Prudential Insurance Company of America has agreed to provide a group annuity contract and take on approximately $1.3 billion in pension liabilities from International Paper, focusing on...

“The midsized plan asset segment is representative of the DC market segment in which the boutique DC consultant is most prevalent and growing its marketshare,” Cerulli reports.

Many asset managers describe 2017 as a “tipping point” for collective investment trust flows from DC plans, according to a new analysis from Cerulli Associates.

“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates. 

Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.

The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year. 

Even though trading among 401(k) participants was up slightly this month, most of the inflow traveled to fixed income vehicles.

Forty-one percent of Millennials are avoiding the stock market and using savings accounts to save for retirement, which LendEDU estimates will cause Millennials to miss out on more...

Firms focusing heavily on promoting low-cost products without considering clients' preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of...

Fifteen percent say recommendations from their consultant or independent fiduciary is an important consideration when selecting an annuity provider.

For two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors, and at the same time, provides more meaningful benefits to participants, John...

Willis Towers Watson finds North American funds showed the most noticeable annualized growth rate over the last five years.