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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Envestnet: Personalize Those 401(k) Target Date Funds

Target-date funds are popular in 401(k) plans, but assume uniform goals and risks. Can 401(k) managed accounts offer greater personalization?

Customization is everywhere these days. We customize our workouts, our phones, our social media feeds, and even our fast-food hamburgers. One area where we may benefit even more from personalization is within our investment portfolios, particularly within our workplace savings accounts.