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.
In this episode, you'll hear about:
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
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Guest Bio: Jason Kephart, CFA, is a senior manager and research analyst for Morningstar. Follow Jason on Twitter: @JasonKephart
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
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