JULY 12, 2022

RETIREMENT NEWS

How ESG Can Really Impact the 401(k) Industry—Beyond Investing

Fred Barstein

The vast difference between a being a fiduciary and a steward.

FULL ARTICLE

REAL ESTATE

Where Publicly-Traded REITs Stand Halfway Through 2022

David Bodamer

Total returns for the FTSE Nareit All Equity REITs index are down 20 percent year-to-date amid broader macroeconomic concerns, but REIT balance sheets and real estate fundamentals remain on solid footing.

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RESOURCE CENTER

How to Manage Intergenerational Wealth Transfer

Sponsored by SS&C Black Diamond Wealth Platform

Explore critical strategies investment advisors can undertake to increase the likelihood of retaining assets when clients leave their wealth to heirs.

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BUSINESS PLANNING

Five Benefits of a Firm Wellness Program

James Webb

When you put the health and overall well-being of your workforce first, top-flight recruiting and all-important retention take care of themselves.

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FIXED INCOME

Investors Should Think Risk Factors, Not Asset Classes

Mohamed A. El-Erian

The path forward for markets will depend on the success of the Fed, the strength of the labor market and the persistence of inflation.

FULL ARTICLE

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