Research
500 Largest Asset Managers Increase Assets by 10.2% in Past Year
The Thinking Ahead Institute’s report found that assets at the Top 500 asset managers hit $131 trillion in assets under management in 2021.
Tag: Fidelity Investments
Asset Allocation
Retirement Plans Beat the S&P During a Volatile Second Quarter
Despite rising inflation and falling markets, savings remain high among 401(k), 403(b) and IRA participants.
Asset Allocation
Battered Stocks and Bitcoin Are Increasingly Correlated
The closer matches between old-school and new-school assets are a switch from a year ago.
Asset Managers Hustle to Offer Better-Yielding Cash Funds
With rates pointing up, Northern Trust, BlackRock, and others aim for liquidity-laden institutional clients.
Newsmakers
401(k) Balances Rise to Record in 2021
The average plan’s value rose 8% during the year to $130,700.
Newsmakers
Fidelity, State Street Offer Retirement Plans With Income Streams
The SECURE Act has lifted barriers and made it easier for firms to offer annuities in retirement plans.
Asset Allocation
Non-Retirement Investing Among Women Surges
A Fidelity study also finds female investors outperformed men by 40 basis points over the past decade.
Asset Allocation
Fidelity 401(k) Plan Balances Rise to New High in Q1
Despite economic fallout from the pandemic, defined contribution plan balances remain strong.
Research
Retirement Account Balances Rise to Record Levels in Q4
Women are ‘saving more for retirement than ever before’ with record contribution rates.
Asset Allocation
Baby Boomers Carry Risky Levels of Stocks, Says Fidelity
Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.