Asset managers Archives - Retirement Income Journal

Private assets, reinsurance pose systemic risks, research warns

By Editorial Staff Mon, Sep 30, 2024

Life insurers’ exposure to risky assets and reliance on reinsurance raises concerns about their interconnectedness and complexity, research from the Bank of International Settlements shows.

Published October 2024

Why 401(k) Plan Sponsors Remain Wary of Annuities

By Kerry Pechter Wed, Sep 4, 2024

The SECURE Act of 2019 did too little, too soon, in opening up 401(k) plans to all kinds of annuities. Some big 401(k) plans are ready to offer in-plan...

Published September 2024

British regulators scrutinize ‘FundedRe’ in pension deals

By Kerry Pechter Thu, Aug 1, 2024

The Prudential Regulatory Authority, the Bank of England's financial regulatory arm, told UK life insurers in late July that it has concerns about the use of 'funded reinsurance' (FundedRe)...

Published August 2024

A ‘Nesting Doll’ of an In-Plan Annuity

By Kerry Pechter Wed, Apr 3, 2024

ARS, State Street Global Advisors, Nationwide, Athene, Transamerica and Global Trust Company have brought to market the State Street GTC Retirement Income Builder, a target date fund with a...

Published April 2024

Life Insurers as LEGO Monsters

By Kerry Pechter Tue, Apr 2, 2024

Michael Gordon, CEO of Axonic Insurance, part of Axonic Capital, sees the future of the life/annuity/asset-management business as an increasingly a la carte affair, where the components of the...

Published April 2024

Desperately Seeking Alpha (and Getting Caught)

By Kerry Pechter Thu, May 19, 2022

Low rates, demand for yield, financial alchemy, gaudy incentives and a black swan event provided the ingredients for the cataclysm at AGI US. Pictured: SEC chief Gary Gensler.

Published May 19, 2022

Goldman Sachs acquires NextCapital

By Editorial Staff Wed, Mar 30, 2022

NextCapital, based in Chicago, is an open-architecture digital retirement advice provider that partners with US financial institutions. Terms of the acquisition were not disclosed.

Published March 31, 2022

Why bonds fit awkwardly in the separate account space

By Editorial Staff Thu, Apr 8, 2021

'The bond market is structured around the trading habits of large institutions,' said a Cerulli director. 'With rare exceptions, fixed-income separately managed accounts are likely to continue to be...

Published April 8, 2021

Reaching HNW clients in the pandemic era: Cerulli

By Editorial Staff Wed, Mar 10, 2021

'Many asset managers have shifted to a channel-agnostic approach distribution model from a channel-specific model,' said Cerulli analyst Asher Cheses.

Published March 11, 2021

Life Insurers’ Bermuda Triangle, Part II

By Kerry Pechter Thu, Aug 13, 2020

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second...

Published August 13, 2020

COVID-19 Will Cause a Drop in AUM: Cerulli

By Editorial Staff Thu, Aug 6, 2020

'Around the world, investments into private markets slowed in the first half of 2020, with only US$433.7 billion of capital raised,' said an analyst at the global analytics and...

Published August 6, 2020

BlackRock Makes a Bundle (with Annuities)

By Kerry Pechter Thu, May 28, 2020

BlackRock, the giant asset manager, is adding a lifetime income dimension to its LifePath target date funds by partnering with Brighthouse, Equitable and Voya on a service that will...

Published May 28, 2020

Project LIMA Aims to Solve the Annuity Puzzle

By Kerry Pechter Thu, Feb 27, 2020

Milliman, the actuarial consulting firm, envisions putting a multi-premium deferred income annuity inside a 401(k) managed account as a way to turn tax-deferred savings into lifetime income. It seeks...

Published February 27, 2020

Size matters, Cerulli tells plan providers

By Editorial Staff Thu, Dec 19, 2019

With estimates that the 10-largest recordkeepers will represent more than 75% of recordkept 401(k) assets by year-end 2019, current market dynamics point to an 'oligarchy' of retirement plan providers,...

Published December 19, 2019

‘Top of Mind’ Wealth Management Platforms

By Kerry Pechter Thu, Nov 14, 2019

Fidelity, Charles Schwab and Vanguard were the three firms most often named by investors without hints, according to Cerulli Associates. (Forty years of brand-building never hurts.)

Published November 14, 2019

Fidelity’s brokerage claims industry price leadership

By Editorial Staff Thu, Oct 10, 2019

New commission changes take effect on October 10, 2019 for individual investors and will be available on November 4, 2019 for registered investment advisors, a Fidelity release said.

Published October 10, 2019

Asset managers need to design ‘vehicle-agnostic’ products: Cerulli

By Editorial Staff Thu, Oct 3, 2019

'Mutual fund providers feel pressure to prioritize development and distribution of other vehicles over the mutual fund,' said a report from the Boston-based global consulting firm.

Published October 3, 2019

The Seeds of Inflation are Beginning to Sprout

By Stephen Slifer Thu, Sep 26, 2019

'Trump’s inconsistent trade policies and persistent badgering of Fed Chair Powell and his colleagues has undermined business confidence,' writes our guest columnist, an economist.

Published September 26, 2019

What active funds must do to survive: Cerulli

By Editorial Staff Thu, Sep 5, 2019

'Active fund families that have grown organically have shown that there is, in fact, a viable path to success,' said Ed Louis, senior analyst at Cerulli.

Published September 5, 2019

Flight from active to passive funds and ETFs slowed in September: Morningstar

By Editorial Staff Fri, Oct 19, 2018

Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...

Published October 19, 2018

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