Target-date funds — why the sudden hate? Episode 68
Episode Summary
Target-date funds have come under fire recently, with comments made by Peter Mallouk disparaging the products. Jason Kephart joins the pod today to discuss what’s up with TDFs. Why are they popular, are investors using them wrong, and what are collective investment trusts? Devin McGinley also joins to share the latest from the 2021 InvestmentNews compensation and staffing study.
Episode Notes
In this episode, you’ll hear about:
- Peter Mallouk’s Twitter comments.
- Why are TDFs popular?
- Are investors using TDFs wrong?
- March 2020 event – 2020-2025 TDFs had net outflows.
- Collective investment trusts.
- IN’s Comp & staffing survey results.
- New trends and developments in adviser pay.
Related Article: Target-date funds hold 27% of 401(k) assets, study finds
This episode sponsored by the State of the Industry Podcast by Allworth Financial
One of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us.
Listen to Allworth’s industry podcast here.
Guest Bio: Jason Kephart, CFA, is a senior manager and research analyst for Morningstar. Follow Jason on Twitter: @JasonKephart
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