Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

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Plan Advisor Views on Target Date Funds: 5 Takeaways

Apr 18, 2019

Part 1: TDFs are an important tool in many retirement plans

Apr 18, 2019

Trend suggests that if goals-based investing is in fact gaining broader popularity, TDFs may benefit from increased usage as well.

Part 2: Helping overcome risks to retirement

Apr 18, 2019

Plan advisors do not agree on any one primary risk to individuals’ retirement savings, but a majority of advisors agree that the top two risks are longevity and volatility.

Part 3: TDFs, An issue of control

Apr 18, 2019

The same factors that make TDFs attractive to certain clients are also among the ones that trigger the greatest amount of concern among other clients.

Part 4: Customization can help

Apr 18, 2019

Most advisors surveyed believe that more customization versus off-the-shelf options would help make TDFs more useful and more attractive to clients.

Part 5: Evaluating TDFs based on suitability

Apr 18, 2019

Performance is the second-most commonly cited top concern by plan advisors when it comes to evaluating TDFs.

Report: Plan advisor views on target date funds

Apr 16, 2019

Retirement plan advisors expect to increase their reliance on TDFs in the coming years.

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Part 4: Communicate Effectively

Oct 18, 2018

For many advisors, the key to building up trust with clients is through effective communication.

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