GoalPath Solutions Incorporates the Broadridge Fi360 Fiduciary Score® into its Investment Strategies
The Fi360 Fiduciary Score is a transparent method for objectively comparing peer investments and determining an investment’s overall fiduciary appropriateness. The Score is calculated monthly for investments with at least a three-year history including open-end mutual funds, exchange-traded funds, collective investment trust funds, and group retirement plan annuities.
Financial Wellness: The development and evolution of Managed Account services Featuring GoalPath
Jeffrey Snider, Host with BRN AM, talks to Vern Cushenbery, CFA, CPA. They discuss what a Managed Account is, scaling these services to reach participants, how Mr. Cushenbery got on the path to building his own platform, and much more about the nuts-and-bolts.
A Practical Look at 401(k) Target Date Disruption
Target Date investment solutions dominate most DC plans and are the driver of more than 1.7 trillion dollars in assets, according to MorningStar Research. While the benefits of Target Date as a QDIA are well known, is it possible for advised plans to do better?
Can Wellness and Customization Improve DC Plan Outcomes?
Maintaining wellness and having a customized investment approach to retirement are regarded as highly desirable goals by many Defined Contribution participants. Yet, many advisors find that these goals are outside of their ability to provide. So, what can we do about that?