Browsing Tag
Cerulli Associates
141 posts
Despite Reg Barriers, 401k DCIOs Pursue ESG Strategies
Perceived barriers to adoption created by recently proposed regulation aren’t stopping most defined contribution investment-only (DCIO) asset managers…
Massive Increase in HSAs From Recordkeepers, Cerulli Finds
More than 40% of defined contribution plan recordkeepers participated in the HSA market as of 2019, up from…
Most Influential Factor for Participants to Save for Retirement?
Not surprising, but refreshing to see it reinforced—employers play a critical role in motivating their employees to begin…
RIA Channel Growth ‘Soars,’ According to Cerulli
We assume they mean pre-coronavirus crisis, but Cerulli Associates find that the advisor movement into the registered investment…
401k Plan Participants Lag in Access to Retirement Advice
401k advisors increasingly realize the value of offering comprehensive financial planning and advice to participants, and the opportunity…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Despite a rough fourth quarter, 2019 turned out to be quite the banner year for fixed indexed annuity…
ESG Investing Momentum Building, Even If Formal Commitment Lags
The latest example of building momentum for greater investing in companies with strong environmental, social and governance (ESG)…
‘Formal Commitment’ to ESG Investing Stalls
People say they want more values-based investing options; what they do, especially with ESG issues, is far different.…
RIA ‘Wealth Transfer’ an Increasing Concern
Change is a’comin—we’ve heard it for years. The average age of financial advisors in the United States at…
Target Date Funds MUST Innovate to Continue QDIA Dominance: Study
Target-date fund products continue to dominate the Qualified Defined Investment Alternatives (QDIA) landscape; however, providers must innovate beyond…