Why Institutional Investors Dominate the Liquid Alt Market
There are a lot of statistics showing investing trends among institutional investors, according to David Katz of Larch Lane Advisors, but tracking retail investors can be more difficult.
U.S. Investors Think Locally, Data Shows
A report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
Retirement Assets Continue Upward Trend in Q1
First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
Retirement Service Providers Losing Plan Sponsors’ Loyalty
Plan sponsors feel less loyal to their retirement service providers, according to an annual index produced by research firm Chatham Partners.
Financial Confidence Among Military Middle Class Hits Record High
Despite anxiety over sequestration, military families are more confident about their financial security than they have been in some time.
5 Challenges Advisors Need to Conquer in Next 10 Years
“Generally, things are pretty good for advisors” right now, Sanjiv Mirchandani of Fidelity says. But the industry's growth picture is more nuanced than it seems.
How Firms Can Add Young Women — and Boost Performance
The benefits of a diverse work force, including young women, are more immediate than securing replacements for retiring advisors.
Managed Accounts Are Underutilized as Retirement Plan Defaults: Towers Watson
Managed accounts are allowed as a qualified default investment alternative in retirement plans, but they face significant challenges preventing them from overtaking target-date funds.
Vanguard: Auto-Enrollment Boosting Retirement Savings
Retirement plan participation is around 75%, up from two-thirds a decade ago, Vanguard reports.
SEC Loses Fraud Case Against Robare Group
Judge dismisses fraud charges related to conflicts of interest against the Houston-based firm.