Year: 2019

A Fiduciary Approach to Alternative Investments: Friend or Fad?

But is that a chance a fiduciary should take with someone else’s money? The answer is so obvious the question should not have to be asked.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

SECURE, BI, and 3% fees!

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A Fiduciary Must Confront The Fears and Fads of Market Cycles

A good fiduciary must keep a level head and know when emotions drive investors. After all, if they’re not careful, emotion will drive investors right off the cliff.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19

SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.

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The Fiduciary Duty to Investigate Conflicts-of-Interests with “Zero” and “Negative” Fee Funds

Whatever the future holds, we live in a present where there is no such thing as a free lunch; thus, the basic notion of caveat emptor continues to hold true.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/19

Waiting for the Senate and a Fiduciary guessing game.

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3 Unintended Consequences Point Out How Robert Smith’s Honest Gift to Pay Loans Neglects Duty to Students’ Best Interest – A Lesson In Fiduciary Duty

The entire Morehouse class of 2019 has just won a lottery of sorts. Like all lottery winners, what happens next will reveal the content of its character. And possibly reveal the ultimate fiduciary lesson.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/24/19

SECURE Act recap, BI coming, and ESG sizzling.

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