Getting Investors Retirement Ready: The Value of Personalized Advice over TDFs

Target date funds (TDFs) aren’t sophisticated enough to address the retirement needs of American workers. There’s a rising tide of workers retiring, and many of those workers don’t feel ready for retirement. Now more than ever, investors need customized, cost-effective income planning and investment strategies. Personalized managed advice can meet that need by providing better outcomes for investors than they would get with TDFs. There are a number of benefits for firms that offer personalized, managed advice, too.

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