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
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Guest Bio: Jason Kephart, CFA, is a senior manager and research analyst for Morningstar. Follow Jason on Twitter: @JasonKephart
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
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