Plan Sponsors consistently look to their advisor to stay up to date with industry trends. Advisors have access to a preponderance of research, but it can be incredibly time consuming to sort through all the noise.
Join Kellen as he provides insights from a variety of recent TDF research reports, condensing hours of reading into just a few minutes.
Kellen Foley, CFA
Director, Investment Management
Takeaways
0:19
Morningstar's "Target Date Strategy Landscape", 2023.
06:23
Sway Research's "The State of the Target-date Market", 2023.
11:54
Vanguard Research's "Vanguard's Approach to Target-date Funds", 2022.
