State Run Plans DOA? Fiduciary’s Long Goodbye? and Products Trump Investments?
Tag "Modern Portfolio Theory"
What if I told you that something vital to top business schools, the financial services industry, your business and your clients’ success and satisfaction doesn’t work as advertised?
The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.
The future of true asset allocation may lie in understanding its past.
The results are in. Asset allocation doesn’t work in the long run. Rebalancing doesn’t produce better returns in the long run. In short, asset allocation as popularly practiced is myth.
Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?
Are our expectations of Asset Allocation too high?
Perhaps we’ve learned choice isn’t all that it’s cracked up to be.
Over the decades, the role and standard of different types of service providers has shifted when it comes to plan design. But one thing remains constant.
FiduciaryNews.com is sponsored by…
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).