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Tag "Harold Evensky"

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

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

State-run backlash, fiduciaries on a pinhead, and still misunderstanding fees.

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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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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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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15

Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).

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Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”

The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/18/13

California’s lesson, 401k fee backlash and more silly academic suggestions.

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Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?

Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/13

Washington talks of scrambling nest eggs, DOL smacks poor fiduciaries and silly season for investments.

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Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews

Lesson: Always read the fine print. If it’s too good to be true, it usually is.

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