◀ The Principal Blog

Short and Sharp: Central banks are not a risk… until they have to be



As we approach year-end, investor thoughts inevitably turn to the risks for next year. Our own internal discussions have identified the following risks: central bank tightening, tight valuations, and politics. While the third is certain to continue festering across many parts of the world, the last…

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Win over plan sponsors by going deep on fee levelization – a 3-step approach (case study)



Fee levelization — or fee equalization — is a hot topic these days. In fact, retirement-focused advisors rank ‘equalizing fund revenue’ among their top five criteria when choosing a service provider. Unfortunately, advisors don’t seem to be turning the interest into opportunity. But in my…

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