Why define bonds? A literary technique known as “foreshadowing” is when the author mentions a seemingly innocuous, indeed, if not out-of-place, fact that will have a major bearing in some future event in the plot.
Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?
Whether or not you agree with the evolution of Modern Portfolio Theory, you cannot deny the “risk-return trade-off” has become the common sense soundbite of the century for the world of investors.
While pension problems trump annuity ideas and the fiduciary fracas festers, along comes the DOL to remind us they’re still in this game.
We’ll show you the raw data first, then provide our analysis – and an important caveat.
Find out what big PR push a certain sector of the financial industry started this week. Here’s a hint: You can thank Washington.
It is this latter case that may expose the unsuspecting fiduciary to greater liability. ERISA plan sponsors interested in reducing their fiduciary liability must stay up-to-date on these developments.
The race is on between finding an adequate solution for TDFs and one sudden market cataclysm that spurs a slew of fiduciary liability lawsuits.
While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/10
Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.