Alternative Access: A New Market for High-Demand Products
There's a lot of confusion these days about alternative investments.
DC Plan Savers Kept on Saving in 2013; Loans and Withdrawals Stable: ICI
Less than 3% of defined contribution plan participants stopped contributing to their workplace plans in 2013, according to the Investment Company Institute.
Bill Gross’ Wild Ride: PIMCO Total Return Fund Bottom of Bloomberg Ranking
The PIMCO Total Return Fund notched the worst risk-adjusted returns among 16 similar funds ranked by Bloomberg.
ICI: Too-Big-to-Fail Label Would Hurt Mutual Fund Investors
BlackRock, Fidelity and other U.S. mutual fund companies are pushing back against claims that some firms may be too big to fail.
Obama’s 2015 Budget Riles Up Retirement Industry
Industry officials are bristling over the proposal to limit retirement plan contributions.
After MyRA Unveiling, Obama Still Gets Mixed Reviews on Retirement
Attempt to widen retirement account access gets praise, but Obama draws fire for saying savings incentives in the tax code neglect the middle class.
FINRA’s Hot-Button Exam Issues for 2014
In its annual list of hot exam items, FINRA warned broker-dealers that it would be zeroing in on a host of areas this year.
What Goes Up Comes Down: 2013 Sets Record for Bond Fund Outflows
TrimTabs says 2013 outflows of $70.7 billion YTD have already surpassed 1994’s record, but OppenheimerFunds' Memani sees opportunities in fixed income.
Don’t Break Our Thriving 401(k) System, Groups Urge Government
Wharton’s Olivia Mitchell weighs in on a study by three benefits groups calling 401(k)s a success and telling tax reformers to stay away.
IRA Owners Staying on Top of Retirement Planning
A report by ICI says IRA owners are likely to adopt other complex planning and savings behaviors like determining when to take Social Security.