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Fund companies see target-dates adding annuities in future: Report
RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

By Emile Hallez
Record-shattering flows into stock ETFs leave bond funds in dust
MUTUAL FUNDS DEC 02, 2020
Record-shattering flows into stock ETFs leave bond funds in dust

Equity ETFs attracted a record $81 billion as stocks rallied in November

By Bloomberg
Hottest debate on Wall Street is Bitcoin versus gold
ALTERNATIVES DEC 01, 2020
Hottest debate on Wall Street is Bitcoin versus gold

Bitcoin shot to a record just as billions of dollars have fled gold, renewing arguments about whether the digital currency can rival gold as an inflation hedge

By Bloomberg
DOL lifetime income rule under fire from lawmaker
RETIREMENT PLANNING NOV 24, 2020
DOL lifetime income rule under fire from lawmaker

Sen. Richard Neal, D-Mass., criticized the measure for not including an assumption that 401(k) balances appreciate

By Emile Hallez
Back-to-normal rally drives Dow above 30,000 for first time
EQUITIES NOV 24, 2020
Back-to-normal rally drives Dow above 30,000 for first time

Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost

By Bloomberg
JPMorgan says rebalancing could mean $300 billion exits stocks
EQUITIES NOV 23, 2020
JPMorgan says rebalancing could mean $300 billion exits stocks

The strong equity performance so far this month means large investors like balanced mutual funds may need to shift money into bonds before year-end

By Bloomberg
Macquarie and Wilshire to offer private investments fund
ALTERNATIVES NOV 20, 2020
Macquarie and Wilshire to offer private investments fund

Delaware Wilshire Private Markets Fund has $25,000 minimum

By InvestmentNews
T. Rowe Price to launch new asset management business
ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

By Jeff Benjamin
Fixed-rate deferred annuity sales rebound in Q3
LIFE INSURANCE AND ANNUITIES NOV 17, 2020
Fixed-rate deferred annuity sales rebound in Q3

But total annuity sales year-to-date are off 13% from 2019

By InvestmentNews
DFA plans $20 billion dive into ETF market
MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

By Jeff Benjamin
Should 401(k)s require a test for savers to invest outside of target dates?
RETIREMENT PLANNING NOV 17, 2020
Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report

By Emile Hallez
Robinhood army swells thematic ETFs
MUTUAL FUNDS NOV 17, 2020
Robinhood army swells thematic ETFs

Funds built around a theme have taken in more than $20 billion so far this year

By Bloomberg
SEC fines five firms $3 million over unsuitable exchange-traded volatility products
ETFS NOV 13, 2020
SEC fines five firms $3 million over unsuitable exchange-traded volatility products

American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay

By InvestmentNews
Amway's 401(k) at center of lawsuit
RETIREMENT PLANNING NOV 11, 2020
Amway's 401(k) at center of lawsuit

The multi-level marketing company's plan had allegedly excessive fees, according to the complaint

By Emile Hallez
RIAs relish the idea of government gridlock under Biden
EQUITIES NOV 10, 2020
RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most

By Jeff Benjamin
Deferred income annuities are more than just a risk management tool right now
OPINION NOV 09, 2020
Deferred income annuities are more than just a risk management tool right now

In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool

By Scott Stolz
Stocks hit all-time highs on optimism about vaccine
EQUITIES NOV 09, 2020
Stocks hit all-time highs on optimism about vaccine

Stocks that have been hit hard by lockdowns, like movie theaters and cruise companies, jumped, while stay-at-home companies plunged

By Bloomberg
Election outcome seen as bullish for emerging markets
EMERGING MARKETS NOV 09, 2020
Election outcome seen as bullish for emerging markets

Developing nations' stocks and currencies are already at their highest levels in more than two years, and analysts are predicting additional gains

By Bloomberg
Getting annuities onto 401(k) plan menus
RETIREMENT PLANNING NOV 09, 2020
Getting annuities onto 401(k) plan menus

SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products

By Emile Hallez
Medicare premiums, surcharges to rise slightly in 2021
RETIREMENT PLANNING NOV 08, 2020
Medicare premiums, surcharges to rise slightly in 2021

Income brackets to be adjusted for inflation for high-income retirees next year

By Mary Beth Franklin