Retirement Plan Advisor Investment Strategies In 2016, WealthManagement.com is publishing an exclusive series of peer-to-peer Investment Trend Monitor Research Reports designed to provide valuable insights for advisors looking to better understand what their colleagues and contemporaries are thinking— and how these views affect their decision-making. Topics covered in this in-depth report on Retirement Plan Advisor Investment Strategies: - The percentage of sales and services being devoted to institutional plans
- Comparing fee-based vs. commission-based plan business
- Percentage of retirement plans using various asset classes (e.g. target date funds, standalone ETF’s, liquid alts)
- Plans for using custom target date funds in the coming years
- Key issues with client communications
- Most pressing practice issues
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