Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
Plan Sponsors Have Questions About Dynamic Default Investments
Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but they remain unsure about the right way to design and deliver a dynamic default investment.
Investment-Oriented
Intro
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners