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Tag "Fiduciary Standard"

Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard

    Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard

“In 5 years, I think investors will be considerably worse off if SEC does go forward with its proposals without substantial change.”

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What Will the Fiduciary Standard Look Like in Five Years?

    What Will the Fiduciary Standard Look Like in Five Years?

Still, if one has confidence the marketplace will drive the industry towards focusing on the best interests of clients, then a de facto fiduciary standard can emerge organically, without overt reliance on regulators.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18

Dependency downers, keeping it simple, and here we go again…

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility

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Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game

    Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game

“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”

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Fiduciary Standard Quandary: First Avoid “Harm”onization

    Fiduciary Standard Quandary: First Avoid “Harm”onization

Be careful what you wish for because sometimes the cure can be worse than the disease.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17

Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds

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Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

    Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”

The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, “financial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, can’t overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/17

MEPs advance, the “New” Fiduciary and Caveat Emptor Investors!

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17

Looking worse for state-run plans, what will fill the fiduciary void, and income infatuation.

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