Browsing Tag
401(k) Active Management
24 posts
Most Advisors Talking Retirement Income with Participants: BlackRock
2024 Read on Retirement survey finds 81% are discussing strategies with clients
Wealth Managers Expect Active Funds to Outperform in 2024
The findings comes as 58% of firms say active funds outperformed in 2023, reports Natixis
Active Fund Outflows Increased in August
Morningstar is out with its monthly tally, and passive equity is once again energized. In August, investors placed…
Advisors Fear Skittish Investors in Wake of Market Swings
It was a good run, but it had to end sometime. Thanks to the second-longest string of market…
Truce: 401(k) Advisors Make Active/Passive Peace
It’s a thaw in relations not seen since the Soviets. More than 80 percent of financial advisors agree…
6 Arguments for Active Management in 401ks
A passive investment management approach is appropriate for many 401k plan participants. But indexing isn’t right for everyone.…
Move from Active to Passive Funds Slows in November
The spigot was turned back in November, as the ongoing flow from active to passive mutual funds took…
Fidelity Chair Johnson Explains Shocking Fee Change
More about Fidelity International’s surprise announcement last week that it will charge lower fees for underperformance and higher fees…
Fidelity Just Made a ‘Bold’ Move With Fees
They’re mad as h(eck), and they’re not going to take this anymore. After getting repeatedly spanked by their…
Active Funds Get Beat Bad (Again), But …
“Passive beats active” is by now rote. However, Morningstar finds that, in a pattern reversal, alternative and commodities…