Tag: Benchmarks

Success Full

As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

An Elusive Target

With no industry consensus on how to benchmark target-date funds, what can advisers do?

Balancing Act

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

Happy Together

How advisers can measure client satisfaction and why they should

Measuring the Unmeasurable

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?