Go on the road with WealthManagement.com and keep up on all the latest news and information from industry conferences and trade shows across the country.
Just a few short years ago it looked like qualified longevity annuity contracts (QLACs) were ready to catch on with defined contribution (DC) plan sponsors. Notices and regulations from the Department of the Treasury and the Department of Labor...
For a plan’s QDIA, traditional target-risk funds are being rapidly eclipsed by target-date funds. Consultants need to help sponsors navigate the change.
Dawn Mangerson, McDonnell Intermediate Municipal Bonds, discusses the be places for fixed-income investors to look in this current economic climate, including what to do when interest rates rise.
Sam Richmond-Brown, client portfolio manager, Natixis Asset Management, discusses the need to diversity your asset allocation and investment the opportunities in Europe and Greece during the Morningstar Investment Conference.
Steve Lipper, principal and portfolio manager for The Royce Funds, talks about changes the firm's investment approach during the Pershing INSITE 2015 conference in Orlando, Fla.
