Target-Date Funds Boost Assets but Underperform in Q2: Morningstar
The industry continues to lower expenses as passive management grows in popularity.
Older Workers More Anxious Than Retirees About Financial Future
Despite having significant nest eggs, pre-retirees are more likely to fear financial struggles in retirement than those already retired, T. Rowe Price found.
T. Rowe Price Partners With BrightScope to Provide Sales Transparency
T. Rowe Price has chosen a new BrightScope product to help simplify how its retirement plan sales data is shared and used among service providers.
Top Portfolio Products: Compass EMP Adds 3 ETFs
Global multi-strategy bond launches; T. Rowe closes fund to institutional investors.
TDFs Gobbling New Fund Assets: Morningstar
TDFs got nearly one-third of net new assets at firms that offer them, Morningstar said. At T. Rowe Price, TDFs got 90% of new assets.
The Rise of Actively Managed ETFs
Active ETFs have grown significantly in the past year and will eventually compete with traditional active mutual funds, SEI and ETF Trends say.
Millennials Prefer Roth IRAs (and Boomers Should, too): T. Rowe Price
Recent T. Rowe Price research suggests Roth IRAs could be more advantageous than traditional IRAs for most investors, even many near retirement.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
When to Take Social Security: A Breakdown by Marital Status
T. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
New Hire Roundup: Curian Capital Names Czaicki CIO
Also, the SEC brought in Stephanie Avakian as deputy director of enforcement.