Much has been written about how 2020 was unprecedented, challenging and exhausting — take your pick of adjectives. It was also a white-knuckle ride for…
It’s often said perception is reality and that’s definitely true when it comes to benefits plans. If employees can’t easily perceive the value in their…
Last year offered up one of most tempestuous investment environments in recent memory, and this year looks to be equally dynamic. It will be increasingly…
Even before the coronavirus pandemic, technology was blurring the lines between work and home life. An unhealthy attachment to our mobile phones made it easy…
During and after the market crash of this year’s first quarter, retail traders flocked to the various commission-free online brokerages in droves. These traders began…
The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results…
The collapse in the equity markets has damaged capital accumulation plan retirement accounts. Governments need to level the playing field between defined benefit plans and…
The last decade of persistently low interest rates, exacerbated by the coronavirus crisis, has created challenges for institutional investors looking to generate income on their…
The novel coronavirus has introduced unprecedented volatility to financial markets and is taking its toll on pension plans. We’ve seen sharp corrections in most equity…
Stock picking with the right process and the right temperament works. And, contrary to popular claims, value investing is not dead. Those who claim it…
In a recent expert column, I broke down the different components of fees for defined contribution plans. And now, I will explore the key fee…
Defined contribution pension plan fees have long been an area of significant risk for pension fiduciaries. Typically, a DC plan sponsor will negotiate fees for…
Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is…