In-Discretionary Accounts

Investment performance of popular “Rep-as-Portfolio-Manager" accounts lags direct-sold packaged portfolios, say analysts at Cerulli Associates and Fuse-Research.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
Featured

In FIA Arms Race, Hybrid Indexes are the Arms

Investors in Nationwide's New Heights fixed indexed annuities have a new index option: a globally diversified, multi-asset managed-volatility index from JP Morgan called MOZAIC.

The Quiet Revolution Begins

The chief economic adviser at Allianz analyzes the clash between traditional and "robo" financial service providers, and recommends 'institutional partnerships that combine the more agile existing platforms with exciting new content and approaches.'
News

How Vanguard participants save

Vanguard has released its annual almanac on the savings habits of participants in its retirement plans. You can read highlights from "How America Saves 2015" and link to a download of the 106-page report from this article.

Wood you, could you, be my alternative investment?

TIAA-CREF, which announced the close of a new timberland investment vehicle, has been investing in timberland since 1998 and manages a portfolio of over $2 billion in timber assets around the world.