Why Advisors Should Guide Clients on Philanthropy, Impact Investing
Advising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
Most DC plan participants want guaranteed income
Despite respondents’ high interest in having a guaranteed monthly payout, annuities rank only seventh among the survey’s top sources of retirement income.
SSgA: Employees want more help with retirement planning
The study confirmed previous SSgA findings about the need for employers to provide expert guidance and play an active role in helping make saving for retirement easier.
Schwab ETF Study: Cost Is King
While the Schwab ETF survey results show that cost is king, investor education is lagging.
Inflation Boogeyman Will Strike Suddenly—Be Prepared: Merk, Goolgasian
Someday, in the possibly near future, you will suddenly be paying $10 for a gallon of milk and wondering how it happened so fast.
No Jargon, Please: Think 401(k) Investors Know What ‘Fund’ Means? Think Again
Plain English, it turns out, is the key to getting employees to save more for retirement, says a survey of retirement plan participants released by State Street Global Advisors.
ETFs Up 7% in 2012, Exceeding $1 Trillion, State Street Says
As of May 31, the U.S. ETF industry has more than $1.1 trillion in assets under management comprising 1,251 funds, for asset growth of 7.1% since year-end 2011, SSgA reported.
IGSignals Launches Risk Management Tool for Mutual Fund Investing
IGSignals is designed to help mutual fund investors actively manage risk rather than stick with their traditional buy-and-hold strategies, says Investment Guidance Solutions CEO Phil Lussier.
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012: State Street
In 2012, more people will save for retirement in 401(k)-type plans than in traditional pensions, which means employees need better guidance from plan sponsors, says State Street Global Advisors.