Its a basic business tenet: you can only grow so quickly doing everything yourself. The most direct way to grow your AUM and revenue is to sell through others. Our latest Advisor Insights report, Working With Reps: 4 Best Practice from Top TAMPs, explains how to do this best.
Target date funds generally increase fixed-income and reduce equity allocations as investors near retirement. However, the type of equity and fixed-income investments within target date funds is just as important as their allocations. In this white paper, learn how American Funds seeks to improve retirement outcomes by selecting different equity and fixed-income holdings during the transition to retirement.