Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/18/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/18/15

Faux Regulation, Fiduciary Liability Redux, and Interest Rate Follies.

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Exclusive Interview: Clark Blackman II Says SEC Fiduciary Fix “Not Tough Stuff”; Proposed DOL Fiduciary Rule a “Band-Aid”

    Exclusive Interview: Clark Blackman II Says SEC Fiduciary Fix “Not Tough Stuff”; Proposed DOL Fiduciary Rule a “Band-Aid”

“…if you are operating under the fiduciary standard… the future of regulation may dramatically change the very business model you have come to love; and the reasons you love it are the very same reasons it is under attack.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/11/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/11/15

Crazy ideas that just might work, following the money, and crazy ideas that just don’t work.

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9 Gifts To Best Prepare Employees for Retirement Readiness

    9 Gifts To Best Prepare Employees for Retirement Readiness

You’ll find retirement readiness a lot easier to attain by following these helpful tips.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/4/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/4/15

Reg changes, Robo-Fiduciary, and Investment Wisdom.

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State-Sponsored Private Employee Retirement Plans First Step Towards Nationalized Retirement?

    State-Sponsored Private Employee Retirement Plans First Step Towards Nationalized Retirement?

Will the intrusion of government-sponsored retirement products unify a House currently divided by the Fiduciary Standard?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/27/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/27/15

Changing retirement plans, government fiduciary breach, and more mutual fund silliness.

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Is myRA myRedundant?

    Is myRA myRedundant?

What is motivating the government to offer a product when there are already better free market alternatives available?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/15

The government sting, the fiduciary misdirection, and the fee hook.

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Exclusive Interview: Ron Rhoades Threatens to Oppose Any Weakening of Fiduciary Standard

    Exclusive Interview: Ron Rhoades Threatens to Oppose Any Weakening of Fiduciary Standard

Ron also says to “sunset” BICE, eliminate all conflicts-of-interest, and don’t trust FINRA.

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