Investment Instruments

Sixty percent of respondents to a Fifth Third Bank survey believe themselves to be up on financial matters, but their answers belie that.

By failing to make active decisions about their plans allocation, they have been auto-enrolled in TDFs and thus are more heavily exposed to equities than seasoned investors.

Fidelitys managed-account client base grew by 29 percent in 2014, with 790 new sponsors signing onto its managed-account platform.

Once tasked with running a trust company, I had to come up with a viable campaign for our common trust funds to take on mutual fund behemoths.

Participants in private company employee stock option plans averaged an 11.5 percent annual return between 2002 and 2012.

America used to be a nation of savers, but no more. These days, about half of Americans are putting away no more than 5 percent of their income.