Short and straight to the point answers. Is there still a role for financial advisors in retirement planning?
1) Is Dimensional Managed DC an improvement over existing options such as lifestyle and target-date retirement funds? Why or why not?
2) If SmartNest is a game-changing innovation, why not partner with even larger institutions like Vanguard or Fidelity, which already have the infrastructure and inroads into the market?
3) How have automated retirement platforms changed the way people invest for their retirement? Do you think “set and forget” options like Dimensional Managed DC SmartNest will ultimately disintermediate retirement advisors, or will they remain a link in the product distribution chain?