Year: 2018
Is “Active Share” the New Phrenology?
The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18
SEC punts fiduciary, fees aren’t everything, and old time investing.
Exclusive Interview: Fred Reish says DOL “Conflicted” Over Conflict-of-Interest Rule Appeal
One of the nation’s top ERISA attorneys tells us even if the Fiduciary Duty is dead, it’s not. The only question is which part will remain alive and which part with wither on the vine. Fred Reish has an idea, and he tells us here.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/18
Compliance hurts, the fiduciary cavalry? and the wrong target
What Can Business Owners Do Before the Deadline to Save More for Retirement?
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/6/18
Regulatory mine field, how the (fiduciary) west was won, and fee reality.
How Financial Pros Teach Their Own Kids About Money
Think about it. Newborn babies keep their parents up all night. Knowing your adult child has a sizeable nest egg means being able to sleep soundly. And chances are you’ll spend your waking hours with less stress, too. Teaching your children to save early for retirement can achieve this healthy (and wealthy) goal. There’s no reason why financial professionals should be the only parents who know this little secret.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/18
Fiddling away precious time, filling the fiduciary void, and the beginning of the end?
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