Target date funds

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

In a twist, recent class actions blame 401(k) advisors for not putting investors' money into higher cost, better performing investments.

TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

Capital gains distributions running to the hundreds of thousands of dollars hit certain clients with painful payments due to the firm's flub, a regulator says.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.