Experiential Wealth

Philip Chao featured as Guest on BMO Better Conversations Podcast

Oct 7, 2016 | Company News, Everything Else, Institutions, Opinions, Plan Sponsors

Philip Chao was recently interviewed by Ben Jones at BMO on the subject of custom target date funds. This interview is now a part of the BMO “Better Conversation, Better Outcome” Podcast Series.  It is available on iTunes.  The Podcast – “Custom target funds: is the juice worth the squeeze?” can be found here.