Fidelity Institutional has added four allocation mixes in its Target Allocation, Target Allocation Blended and Target Allocation Index-Focused model portfolios. The additions are equity and fixed-income mixes of 10/90, 30/70, 50/50 and 100/0.
Since their launch three years ago, Fidelity’s target allocation model portfolios have collectively outperformed an average of 88% of peers, the company said in a release.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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