Target

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  Retirement Assets Rise 8% in 2012

  By Melanie Waddell, AdvisorOne  |  March 27, 2013

  Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.

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  LPL’s Latest Shot in Tech ‘Arms Race’: Naming Ex-IT Exec to Board

  By Janet Levaux, AdvisorOne  |  March 18, 2013

  Several experts are wowed by former Xerox CEO Anne Mulcahy’s new role at LPL.

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  Will Your TDFs Stand Up in an Economic Storm?

  By Danielle Andrus, AdvisorOne  |  February 7, 2013

  A white paper from Old Mutual Asset Management offers low-volatility strategies to help mitigate market risk.

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  TDFs Lead Growth in Target Portfolios

  By Danielle Andrus, AdvisorOne  |  November 12, 2012

  Growth in target-date funds is expected to increase 21% between the end of 2011 and 2016, a study conducted by BrightScope with Fuse found.

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  TDFs Popular Among Retirement Plans, but Not as Default

  By Danielle Andrus, AdvisorOne  |  October 16, 2012

  Target-date funds are increasingly more common in defined contribution plans, but few plan sponsors have adopted them as their default investment option for participants, AllianceBernstein found in a survey released Tuesday.

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  Big Jump in 401(k) Investors Seeking Diversification

  By Janet Levaux, AdvisorOne  |  July 26, 2012

  One-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.

• Highlights of Q1 Target-Date Report

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index

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  Zvi Bodie: I Bonds Are Best for Most Investors

  By Gil Weinreich, AdvisorOne  |  May 11, 2012

  Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.

• Target-Date Funds Dominate 401(k) Plans

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Close to one in four 401(k) investors have their assets allocated solely in target-date funds — a six-fold increase over the past five years, according to new Vanguard research.

• Digging for Bargains

  By Ronald Delegge, ETFguide.com  |  March 26, 2012

  As 2012 develops, one unchanged investment trend is the continued expansion of the ETF universe.