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Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager

Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager
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New yorkUnited statesRutgers universityNew jerseyComunidad autonoma de catalunaNew south walesJeffrey schwaberJeffrey klepackiCapital group american fundsNational sales managerCapital marketsExecutive vice presidentNational salesAberdeen standardAmerican fundsDelaware investments

Active ETFs are Soaring Should You Invest?

ETFs offer a cost-effective tool for investors and a growth opportunity for active managers sorely in need of one.

United statesBlackrock rick riederPimco dan ivascynJohnf kennedyWarren buffettCapital group american fundsDimensional fund advisorsCapital groupMost activeMorningstar categoriesEquity premium incomeAmerican centuryActive equityAvantis investorsActive fixed incomeFirst trust

Target-Date Assets Reach Record High $3 5 Trillion in 2023

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

United statesChrisj brownBlackrock lifepath tdfsCapital group american fundsCapital groupVanguard groupFidelity investmentsSway researchTarget date marketExamining asset trends across providersManagement stylesGlide path structuresAmerican fundsLifepath indexBlackrock lifepath

Insurance Broker s PEP Launches for Private Equity, Venture Portfolio Firms

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity and venture capital resources.

United statesRobb smithWoodruff sawyerKristina keckSetting every community up for retirement enhancementDepartment of laborFinway groupWoodruff sawyer coRs fiduciary solutionsCapital group american fundsSan francisco basedEmployee retirement income security actCapital groupAmerican fundsRetirement enhancement act

Customized Benefits, Financial Literacy Are Key to Closing the Racial Retirement Savings Gap

It is in plan sponsors’ best interest to improve the financial health of workers and address disparities, researchers say.

United statesNew jerseyOlivia mitchellJoshua luskinKezia charlesVidhi sandersGovernment accountability officePension research councilRwjbarnabas healthUnion planWharton school of the university pennsylvaniaService employee international union benefits groupCapital group american fundsCapital groupUniversity of michiganWharton school