Research

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.

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

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

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

Understanding your ideal client can help you in your client acquisition efforts.

The key for most advisors is to make sure their clients have access to the services they need, regardless of who is delivering those services.