New Issue of Perspectives

A few times a year, Axia sits down with an expert in the retirement field to discuss trends, research, and other findings important to retirement plans. Our goal is to showcase thought leadership that we believe will change the industry. Our second issue features...

Update on DOL’s Proposed Fiduciary Rule

The Department of Labor (DOL) finally proposed a highly anticipated rule that would require any advisor working with retirement plans to act in the best interest of clients. Under the rule change, all retirement advisors – brokers, registered representatives,...

Diversification and the Flaws of Favoritism

Investment returns during 2014 diverged greatly, as any investor that diversified away from U.S. large cap stocks was left disappointed. While the S&P 500 returned almost 13.7%, the MSCI EAFE was negative at -4.5%. This means a global investor would have earned...