Andrew Scherer

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  RIAs Prepare for Lower Risk Tolerance Among Clients

  By Danielle Andrus, AdvisorOne  |  November 16, 2011

  RIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.

• Target Date Funds Need Work

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  January 22, 2009

  The collapse of the financial markets has sounded a strong wake-up call for target date funds.

• New Retirement-Strategy Funds Launched

  By Ed McCarthy, CFP  |  December 1, 2008

  Target-date, or life-cycle, funds have been around since 1993. They appeal to investors seeking a "set it and forget it" approach to retirement saving that...

• A Target-Date Fund Twist

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  November 20, 2008

  An asset allocation strategy that's founded upon the traditional principles of pension investing and a multi-manager investment approach for a broad range of investment options