Are your clients on the wrong glide path?
If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.
For many workplace retirement plan participants, the market’s recent volatility and losses have been worrisome. But most plan participants don’t do much in response. Fewer than one in 10 participants with holdings outside of managed accounts within their plan changed allocations last year, accor
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