"The customized analysis can be a powerful demonstration of the rationale for conducting a re-enrollment, encouraging improved asset allocation and ultimately, better retirement outcomes for participants," says John Galateria, head of defined contribution investment solutions at J.P. Morgan Asset Management.
Genworth Expands Mastery Program Workshop Pleasant Hill, Calif.-based
Genworth Financial Wealth Management has expanded its mastery workshops and overall practice management services for independent financial advisors who use the company's investment platform. The changes aim to help advisors deepen their client relationships and develop their practices into more efficient businesses.
The two-day mastery workshops, which are held in a variety of cities throughout the year, go beyond the fundamentals of practice management and provide access to consultants who can help advisors implement what they learn in the mastery classes, explains Matt Matrisian, the company's vice president and director of practice management.
Taylor Xplor Managed Futures Strategy Fund
Taylor Alternative Mutual Funds has launched the Taylor Xplor Managed Futures Strategy Fund. The new fund is intended to complement a traditional equity and bond portfolio by seeking to offer low correlation to markets, diversification across asset classes, and reduced portfolio risk in down markets. Taylor Xplor was developed for registered investment advisors interested in
attractive risk-adjusted returns.