In this highly engaging and insightful episode, Belle Haven Investment's Director of Solutions and Investment Partner, Stan Sattler, shares his thoughts on the opportunities within fixed income. Stan shares his team's views on the opportunities and risks in the fixed income space, when the yield curve will normalize, what credit spreads are showing and whether…

Under 401(k) and 403(b) plans. have evolved from Additional savings plans to financial assets and holistic benefits, so does the role of the RPA, which is arguably the most important salesperson for retail plan sponsors. The evolution of RPAs and the awakening of plan sponsors have coincided, promising not only greater benefits for plan sponsors…

Advisors face more competition than ever before. It comes from robo-advisors, self-directed online brokerages, RIAs, traditional electronic hubs, etc. In the face of such headwinds, what can an advisor do to keep pace—let alone win the race for clients? Connected: You have taken your place. But how is the messaging? Lowering rates is a possible…

Fred Barstein, contributing editor to WealthManagement.com's RPA channel, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue. This week, we host Dan Beck, CEO and co-founder at 401Go Strategies, asking: How can the 401k recordkeeper industry figure out how to serve the explosion…

(Bloomberg) — A federal judge delayed enforcement of the U.S. Federal Trade Commission's near-total ban on non-compete agreements, the first setback in a high-stakes legal battle over how much freedom workers should have to switch jobs within an industry. U.S. District Judge Ada Brown in Dallas sided with the U.S. Chamber of Commerce and a…

A major preoccupation of college students today, whether they are pursuing a bachelor's degree or aiming for medical school or any academic program in between, comes down to this question: What kind of income can I make after I get my degree? Connected: Americans are choosing colleges without knowing if they can afford it This…

(Bloomberg) — LeBron James has long made clear his aspirations to cement his billionaire status by owning an NBA franchise. But for now, the 39-year-old still ranks among the league's superstars and is instead breaking a record amount of pitches. Connected: LeBron James is the NBA's all-time leading scorer — and a billionaire James agreed…

(Bloomberg) — Insignia Financial Ltd.'s pension business is in the final stages of appointing external managers to deploy billions of dollars in global private credit markets. The unit, which oversees about A$180 billion ($121 billion) of retirement savings across a range of funds, will increase its global private credit allocation to 3% to 5% of…

There were a number of good titles to choose from this month. We love to see the industry think creatively in the use of technology. We narrowed our focus to five common headlines for July's WealthTech Word to share our perspectives on the impact for the industry. This launch brings institutional-grade private markets investing to…

Open, honest, and candid discussion about Supreme Court rulings on regulators, Fisher Investments being spun off from its 401(k) business, record holder turnover, and more. Source link