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Tag "Morningstar"

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

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How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

    How a Fiduciary Should Explain “Growth” and “Value” Investing Styles

These are the times it’s most important for fiduciaries to learn how to say “no” to clients who feel compelled to set their own best interests aside just to chase investment performance. No one is saying that’s an easy job.

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5 “Must Read” Articles for the 401k Plan Sponsor and Fiduciary

You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/13

401k tops pension alternatives, watering down “fiduciary” and Fee Disclosure Rule Misdirect?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/13

Borzi’s rise, crying brokers & the coming Fiduciary battle

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Morningstar Star Ratings: Do They or Don’t They Predict?

If you thought Shrödinger’s cat had it tough, wait to read this.

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Have Mutual Fund Rating Agencies Lost Their Mojo?

For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?

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Why 401k Plan Sponsors (and Investors) are Going Back to the Future

Do the answers 401k investors seek lie in its past?

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio

Some practical advice to 401k investors that relies on real world results rather than just on academic studies.

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