Use of Professionally Managed Portfolios Projected to Reach 75% by 2021 |
The use of automatic features has also benefited participants, Vanguard says.
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Managed Account Providers Focus on Consolidation |
In this year’s survey by Cerulli Associates, platform consolidation regained its place as the top priority of managed account providers.
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Working on Current Health Important to Retirement Planning |
Achieving retirement aspirations requires more than saving, investing and planning, it also depends on staying in good health, a survey report notes.
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Investors Say Health Care Costs Biggest Threat to Retirement Security |
Investors understand the value of getting financial advice; 76% of those polled say a financial adviser can help them achieve their financial goals.
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