“The decline in asset values that hit typical public defined benefit plans, endowments and foundations was primarily due to poor equity performance across the globe”, says Andrew Wozniak...
Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to get advice, one-third want in-person meetings.
EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.