MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Dynamic Asset Allocation Growth Fund
- Diversified Income Trust
- Dynamic Asset Allocation Balanced Fund
A NEW VISION FOR RETIREMENT FROM HERE TO SECURITY
Automatic features jumpstart retirement savings
As the 401(k) developed, many in the industry turned to research on behavioral finance and designed plans to help workers build retirement savings.
From Here to Security is a new book about retirement savings by Putnam President and CEO Robert L. Reynolds.
Headlines you need to know this week — January 9, 2018
The "bionic advisor" among 2018 industry trends In a review of leading industry trends, Financial Planning includes the "bionic advisor," who uses technology to expand the capacity to gain and serve more clients. Other trends involving technology include an increase in digital adoption as investors demand more customized service and access to planning ideas and their accounts on a 24/7 basis.
Millennials say they will rely on personal savings in retirement In a recent survey, 66% of millennials say they will likely rely on their own personal savings 20 years from now, versus an IRA or other retirement account. Having seen older family members struggle during the financial crisis, millennials believe they need to rely on their own ability to save and invest, the report found. In addition, 46% of millennials say they are more conservative than their parents.
Investor confidence reaches highest level in three years The number of individual investors optimistic that stocks will rise over the next six months reached its highest level in three years, a recent AAII Sentiment Survey reported. Bearish sentiment was at its lowest level in more than two years.
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