FiduciaryNews


When Does “Socially Responsible” Investing Violate Fiduciary Duty?

    When Does “Socially Responsible” Investing Violate Fiduciary Duty?

It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.

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The #1 Retirement Saving Goal for People in Their 50s and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for People in Their 50s and the Most Useful Strategy to Get There

“While it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.”

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What if the DOL Wrote the Rules of Golf?

    What if the DOL Wrote the Rules of Golf?

Don Trone offers an amusing take on a current issue of interest.

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Compliance

Are We Better Off With or Without ERISA? And What are the Implications?

    Are We Better Off With or Without ERISA? And What are the Implications?

Thar’s gold in them thar retirement plans! Who could blame cash-starved states from trying to get a piece of that action? On the other hand, there’s plenty of blame when the regulatory arm created to protect employees places politics ahead of the best interests of retirement savers.

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Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

    Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

“Benchmarking your plan’s fees is important step to carrying out your fiduciary responsibilities.”

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Conflicts of Interest

When Does “Socially Responsible” Investing Violate Fiduciary Duty?

    When Does “Socially Responsible” Investing Violate Fiduciary Duty?

It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.

This content is free but available only to those who have registered with FiduciaryNews.com as a Basic Member. You may be seeing this because you did not Login. If you have logged in and are still seeing this, you will need to complete your registration now simply by clicking the “Complete Registration” button to get access to this and other members-only content. If you do not have a login click here to register now. In the future you will be able to upgrade to benefit from premium content available only to Professional and Preferred Members.

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Due Diligence

How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

    How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

These are the times it’s most important for fiduciaries to learn how to say “no” to clients who feel compelled to set their own best interests aside just to chase investment performance. No one is saying that’s an easy job.

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Education

How the Media and Markets Conspire to Thwart Retirement Savers

    How the Media and Markets Conspire to Thwart Retirement Savers

Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.

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Interviews

Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”

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