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Following a pair of bear markets, advisers know the days of buy-and-hold investors with 60/40 portfolio allocations are over.
From the mass affluent to the ultra-wealthy, investors want more than just equities and fixed income in their portfolios. Clients expect their advisers to bring innovative alternative investments to the table.
Matt Ackermann is a former online editor-in-chief of SourceMedias Investment Advisor Group.
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New JD Power research finds employees with better retirement plan apps are more engaged, more likely to consolidate assets and more likely to stay invested.
Industry leaders weigh the pros and cons of brokerage and advisory scale created through M&As vs. boutique shops.
From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
A pensions specialist explains why fiduciary responsibility extends beyond investment oversight and how proper safeguards serve as a critical layer of protection.
