If a game has a purpose, is it still a game? If it makes saving for retirement fun, who can ever complain?
Interviews
Why the investment adviser industry wants to mimic American, but not British, doctors.
Answers to the questions you’ve all been asking these past six years.
Schweiss says forcing brokers to abide by a fiduciary standard probably is ânot a good strategy any moreâ and the government is no longer a viable part of the fiduciary solution.
Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
âIf we canât explain to investors how they benefit from fiduciary advice, frankly, we donât deserve their confidence, much less their business.â
Industry veteran identifies the most critical issue facing employers today and plan sponsors’ job #1.
“Advisors who donât assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Exclusive Interview (Part III): Phil Chiricotti Offers Surprising Comments on the Fiduciary Standard
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
