Happy Friday, readers! In focus for this edition of PLANADVISERweekend is the always timely topic of Investing, and more specifically, how to weigh risk and reward on retirement plan fund menus. We hear from several providers how growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth. We also examine research from Cerulli, pointing to a number of drivers behind the acceleration in asset management fee compression; the research and analytics firm also analyzes the competitive landscape of “robo-advice.” As always, we encourage you to share some of what you learn with a client or colleague.
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth.
Read more >
New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “robo-advice.”
Read more >
Variable annuities continue to face challenges in the wake of transaction processing disruptions caused by the now-vacated DOL fiduciary rule; however, experts anticipate sales to recover as business processes normalize and newer product types come to market.
Read more >
