Three Highlights from the MarketCounsel Summit
MarketCounsel’s Summit, held earlier this week in Miami, lived up to its reputation as the “all-star game” of financial advisor conferences, attracting top-level executives from throughout the investment industry. Here are three highlights from Tuesday’s sessions.
Challenging the Conventional Wisdom about Target Date Funds
Advisor Perspectives recently surveyed over 1,000 advisors to learn how they evaluate target-date funds. Bob Huebscher, its CEO, will present some of the key findings from that research, which showed that advisors are willing to accept a significant degree of risk in target-date allocations and have a preference for active management.
The team from Dimensional Fund Advisors will comment on those findings and present its own research on the appropriate role of target-date funds in client portfolios, and how advisors should properly assess the characteristics of those products.
In this webinar, you will learn:
- What most advisors consider to be an appropriate risk exposure in target-date funds;
- How to properly assess the glide path of a target-date fund;
- How to consider target-date funds alongside existing client asset allocations; and
- Best practices for discussing target-date funds with clients.
Forecasting the Future: Part 2
The primary purpose of this article on the importance of forecasting the future results of a business is offered to illustrate the conceptual validity of forecasting earnings (and every other metric) as the key to long-term investor success.
Five Lessons Packaged Target-Date Solutions Can Learn from Customization
As defined contribution (DC) plan sponsors know, the US Department of Labor recommends considering both packaged and custom target-date strategies when choosing a solution. As we see it, packaged solutions can learn a few things from fully customized target-date solutions, which are generally used by large and megasize plan sponsors.