Section
Decumulation
3 posts
From accumulation to decumulation: Why participant education must evolve
While the retirement industry has largely solved for accumulation, there is much work to be done in helping plan participants navigate decumulation. Joey Madigan, Senior Associate Director, Insurance & Retirement Group, discusses why education is crucial to this effort.
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Solving the "Nastiest, Hardest Problem in Finance"
Listen on The Move Barry Gordon, Head of Canadian Retail Asset Management, Guardian Capital LP, and Dr. Moshe…