Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.
Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.
Schwab Retirement Plan Services is trying to get advisers more involved in 401(k) managed accounts through a new service for customized fund selection and portfolio construction for participants.
To buffer clients' portfolios ahead of a rising-rate environment, financial advisers should consider allocating to liquid alternative strategies.
Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.
The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.
The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.
A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice — and maybe even weaken job security.
New report forecasts $1.5T will flow to defined contribution and retail investment markets.
Insurer is trying to capitalize on big growth seen among asset-allocation products in the DC market and betting managed accounts become more widely used.
