Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
How to Find the Right Asset Allocation for Your Retiring Client
By Roger WohlnerTo plan for your client's unique needs, here's what to consider.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
March 28, 2023
12 Best Target Date Funds for 2023 and Beyond: MorningstarFees play a significant role in investors' choice of TDF series, according to the research firm's latest analysis.
February 16, 2023
Ron Surz's Big Bond Market Short"There are ways to make money on bad things," the Target Date Solutions president tells ThinkAdvisor.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.