Take your client conversations beyond simple TDFs! Watch as Matt discusses innovation within the QDIA space and dissects the various options spanning the personalization spectrum.
The Personalizing the QDIA chart/slides are fantastic educational content for client seminars/webinars
Vintage blending is the newest QDIA option that allocates participants to multiple (often non-sequential) vintages. While personalized, this is confusing to participants.
Risk-based glidepaths allow advisors to easily offer customized education to participants without a large investment of their time.
Risk-based glidepaths offer the personalization DIYers are looking for with better performance from professional management. The conservative glidepath serves as a better safe haven than cash.
Managed accounts offer the highest personalization but the highest fees. Almost all consultants are pushing them today (and likely getting paid) as THE personalized option.
