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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.

 

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Don Trone: How TDFs May Change the Role of the Retirement Advisor

3ethos CEO Don Trone published an article for Napa-net.org on how target-date funds will continue to impact the advisor and client relationship, and how a fiduciary will need to provide a higher level or leadership and stewardship.



Target date funds are a blessing to participants, plan sponsors and retirement advisors.

TDFs sure are a beautiful thing. What more is there to say? End of article, right? If you haven’t guessed by now, I’m being facetious.


“The ability to manage a fiduciary process is no longer going to be the point of differentiation between a great retirement advisor and an elite one — leadership and stewardship will.”

See the complete article, linked here in PDF format.


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#dontrone #fiduciary #retirement #leadership #stewardship #targetdatefunds