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Seventy-six percent of investors, on average, are interested in ESG themes such as protecting the environment. This interest, as well as demographic shifts, indicate that ESG should be a top priority, yet education is needed.
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Ninety-eight percent of investors we recently surveyed think guaranteed retirement income is important, but many have unrealistic expectations about how to achieve it. Help them close the knowledge gap.
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New findings from our Science of Superior Service study reveal what sponsors want—and what you’re delivering—may be light years apart.
Our exclusive study reveals:
Target date investing
Wells Fargo target date portfolios, with multi-factor strategies researched and implemented by Analytic Investors, may provide stronger downside protection than conventional target date portfolios while participating meaningfully in market rallies. They are designed to improve risk-adjusted returns and increase the probability of meeting the investor’s retirement needs.
With positive market returns, the number of working Americans age 30 and older who think the U.S. stock market is a good place to invest for retirement increased considerably over the past year. But a significant portion of investors have concerns, particularly around health care.
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For target date funds, the target date represents the year in which investors likely may begin withdrawing assets. The funds gradually seek to reduce market risk as the target date approaches and after it arrives by decreasing equity exposure and increasing fixed-income exposure. The principal value is not guaranteed at any time, including at the target date.