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…

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