Mercer: Firms Must Evaluate and Adjust to the Shifting Landscape
White paper outlines key areas of focus for wealth managers in 2018.
News
Funded Status for Pensions Rises in November
Reports from Northern Trust, Mercer show continued improvement.
Report: DC Plan Fiduciary Awareness Continues to Decline
Nearly half of plan sponsors do not consider themselves a fiduciary.
13 China Pensions will Be Unable to Pay One Year’s Worth of Pensions
2050 pensioner-to-worker ratio will be 1:1.3, official says.
Royal Mail, Union Make Headway in Pension Talks
Company changes position on wage-in-retirement plan.
Milliman: Top 100 Public Pension Plans Funded Status Improves by $36 Billion in Q3
Interest, new benefit accrual boosts total pension liability to almost $5 trillion.
Wells Fargo: Bull Market to Extend Through 2018, but End may not Be Far
International markets to lead growth, active management to make a resurgence.
Is the Endowment Tax a Trojan Horse?
New 1.4% tax on private colleges’ investment income could be a ‘harbinger’ for non-profit entities.
MOSERS Lump-sum Buyout Could Save $90 Million
22% of former state workers take lump-sum payout, fund expects more than $2 million in first-year savings.
Survey: Fewer Expect to Rely on Employers for Financial Security
Respondents also said they prefer a better benefits package over a larger salary.
Ray Dalio Speaks on Tax Migration Dilemma
Bridgewater’s observations on state finances and their respective muni bond markets to be revealed shortly.
Natixis: Institutional Investors Shrug Off Volatility, Eye Active Management in 2018
59% of investors believe that the significant asset flows into passive products is suppressing market volatility.
TOBAM President Opens Up about New Bitcoin Mutual Fund
Choueifaty discusses heavy research prior to fund’s launch, Bitcoin criticism.
MillerCoors Purchases Group Annuity Contract
Company to transfer $900 million in pension obligations to Athene Annuity and Life.