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Tag "fiduciary"

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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5 Most Important Financial Concepts a Fiduciary Must Teach

    5 Most Important Financial Concepts a Fiduciary Must Teach

It’s in everyone’s best interest to be successful, so it’s part of a fiduciary’s duty to show them how.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18

Government AWOL, Fiduciary Name Game continues, and should fees be determined by the marketplace or the courts?

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Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans

    Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans

Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18

Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.

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Will Record Breaking Market be the Anchor that Sinks 401k Savers?

    Will Record Breaking Market be the Anchor that Sinks 401k Savers?

With a GOT-based strategy, expectations are predicated on needs, not the happenstance of the market. GOT-based portfolios may not have the record-breaking excitement of market indices, but it’s slow-and-steady-wins-the-race philosophy may lead to a more comfortable retirement.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/24/17

Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/17

Horse trading, sales/advice, and market tops.

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Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

    Exclusive Interview: Barbara Roper Says Mere Disclosure Inadequate for Fiduciary Advice

For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/13/17

The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!

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