RPAG 2022-Main Takeaways: The Evolution of Target Date Funds, Managed Accounts and Defining Risk

Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.

3:42 – Main Takeaways From San Diego RPAG. The evolution of target date funds now specified by date.
6:50 – Managed Accounts. Asset allocation in target date funds are heading in interesting directions-Managed accounts for example.
7:42 – Defining Risk. One thing missing, this year, was that none one defined risk. But, it’s important to get specific…

Investing Counterpoint is a weekly show for financial advisors about portfolio risk management. Follow us if you want to get better at managing risk and become a trusted risk advisor.

Follow us on LinkedIn

Related Posts

FTX COLLAPSE: Risk Management Lessons to Save Your Money
Black Swan Put Protection: How to Impement It in Your Portfolio
Great Dollar Expectations 

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.