“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/12/18
A new Fiduciary en”title”ment, low fees are necessarily in your best interest, and the risk mirage.