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A special treat for those who attended my fi360 conference session.
In many ways, the fallout of the Merrill Rule made this debate what it is today.
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
The anti-fiduciary standard tirade may merely be the tired last gasps of a once thriving business model.
Did a Clinton-era misguided quid pro quo, ultimately approved during the Bush administration, lead to the house of cards we see today?
The SIFMA has no Clothes, the next investment fad and “Are you Ready for some Fee-Ball?”
To the extent regulation improves efficiencies, there will always be winners and losers. Those who donât benefit will always oppose the change.
In a week that we featured Investment Due Diligence for 401k plans, a major court ruling shows what happened without such due diligence.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/27/12
States and Feds go in opposite directions on retirement, the fiduciary debate gets hotter and more strangeness in the world of investments.