Recent research offers new insights into financial decision-making, the decision to work after retirement, and reveals surprising links between aging and interest rates, the rise of the service economy, and the 'shadow banking' phenomenon.
The research firm identifies the internal resources that advisory firms need to be what Cerulli calls 'optimal non-users' of model portfolios.
Investors will access major trends--aging, climate change, artificial intelligence--through private markets more than public markets, a survey of institutional investors showed.
'Ignoring retirement age uncertainty can potentially have a significant (negative) impact on potential retirement outcomes,' writes David Blanchett of Morningstar in an award-winning research paper.
Fidelity launches a new international bond index fund; Nassau buys Foresters; distribution expands for T. Rowe Price Model Portfolios.