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 and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
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.
