FiduciaryNews

  • Do you think the Trump Administration will delay, alter, or repeal the DOL’s “Conflict-of-Interest” (a.k.a., “Fiduciary”) Rule? Will this have any impact and fiduciary awareness in the marketplace? Who do you think will win the ultimate the advertising battle and why?

  • Christopher Carosa, CTFA posted a new activity comment 1 year, 2 months ago

    Hi Skip! Thanks for adding your profile pic. I’m sending you an email. Make sure to read it before Wednesday.

  • Christopher Carosa, CTFA posted a new activity comment 1 year, 2 months ago

    Hi Joe!

  • Christopher Carosa, CTFA posted a new activity comment 1 year, 2 months ago

    Hi AnneMarie!

  • Welcome to the Member News discussion group! Check this group regularly as we reveal new benefits you can earn and use through TheThoughtLeaderExpress. The first scheduled update is Wednesday, December 9, 2015. That’s when the real fun begins!

  • Welcome to the Must Read Blogs! discussion group. Here’s this week’s FiduciaryNews.com blog of the week from Nevin Adams’ Data “Points” personal blog site:

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  • What are your favorite 401k plan design elements? And why do you feel they are important to retirement savers

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  • Have you noticed the little irony behind the DOL’s sudden push for state-sponsored retirement plans? Or is it hypocrisy? What do you think?

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  • Is it far for the government to offer a retirement product not in the sole interest of retirement savers? Especially since they’re on the record of exposing industry players who do the opposite. Well, this is reminiscent of that age old question: Who regulates the regulators?

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  • Do you share Ron Rhoades concerns about a weakened fiduciary standard? Ron has plenty more to say in this interview. Check it out and then share what you think.

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  • Are 401k advisors prepared for how the new DOL Fiduciary Rule will impact… recordkeepers? No one’s been talking about this. Is it time we should?

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  • A fiduciary standard for colleges? What do you think? Will that begin to solve the college debt issue? Will it help parents? Will it lower tuition? Will it stop encouraging colleges to accept students who they shouldn’t?

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  • Paying off college debt and saving for retirement at the same time – what’s the most unusual tactic you’ve seen? Many believe it can’t be done, but many more are doing it every day. We aren’t looking for the tried and true methods here, we’re looking for the really outlandish (but entertaining, and, yes, successful) stories, like the ones…[Read more]

  • What advice would you give young employees about saving for retirement? Here’s the wisdom of four successful retirees. They aren’t financial service professionals, they’re just regular folk. Although we see them living comfortably in retirement, they admit they made mistakes, mistakes they wouldn’t have made if they knew these seven tips when they…[Read more]

  • After reading this article, has your stance on the DOL’s proposed Fiduciary Rule changed? The more and more I talk to people, traditional fiduciary advocates are having seconds thoughts on the DOL proposals and the brokers are,… well, let’s just say they continue to ask for more.

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  • Are Target Date Funds a violation of one’s fiduciary duty? If you think about the origins of fiduciary duty (namely, how it evolved via trust law), we see a mandate requiring fiduciaries to only takes actions that are in the best interests of the individual beneficiaries. This year’s Tamar Frankel Prize Winner David Swensen has penned two books…[Read more]

  • How do we stop the BHB myth that claims asset allocation accounts for 93% of investment performance? – It’s been a while since major financial service providers have misquoted the infamous Brinson-Hood-Beebower research papers from the late 1980s/early 1990s. We still, however, see individual practitioners and even the some journalists repeating t…[Read more]

  • After decades of relying on “risk tolerance” questionnaires, how do you convince 401k plan sponsors and investors that they’re more dangerous than useful? What horror stories can you share? – As the attached link explains, since as early as 1999, it’s been widely known “risk tolerance” questionnaires are, at best, irrelevant and, at worst, misl…[Read more]

  • Are investors who fail to learn from history doomed to repeat it? – We hear millennials prefer to buy annuities than to save in a 401k or IRA and invest directly (and at a lesser cost) in the stock market. Well, this is bad news and good news. The bad news is that those that don’t learn from history are condemned to repeat it. How many baby b…[Read more]

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