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Tag "Jeffrey Burg"

What Will Replace “Fiduciary”?

    What Will Replace “Fiduciary”?

Regulators (including the DOL) seem intent on splitting the baby in half by allowing two incompatible business models – one fiduciary with no self-dealing fees, the other non-fiduciary with conflict-of-interest fees – to coexist within the same market. Does this mean “fiduciary” has lost its inherent advantage?

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What are 401k Plan Sponsors Interested in Most Right Now?

    What are 401k Plan Sponsors Interested in Most Right Now?

Here’s quick read with a surprise reveal. Can you find it?

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Does “Fiduciary” Matter Anymore?

    Does “Fiduciary” Matter Anymore?

Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?

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