Research

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

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.

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.

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