Sentences with phrase «urges plan advisers»
J.P. Morgan's head of target - date strategies urges plan advisers to reexamine the «critical role of fixed - income assets in target - date funds,» highlighting ways they can help clients generate stronger risk - adjusted returns and manage volatility.
https://www.planadviser.com/ Not exact matches
he Financial Planning Coalition to urge the SEC to adopt a uniform fiduciary standard, for both investment advisers and broker - dealers, which is no less stringent than the existing fiduciary standard for investment advisers.
CFP board is working with the Financial Planning Coalition to urge the SEC to adopt a uniform fiduciary standard, for both investment advisers and broker - dealers, which is no less stringent than the existing fiduciary standard for investment advisers.
A panel of experts at PSNC 2015 urged plan sponsors and advisers to ask, what comes after «funds, fees and fiduciary?»