Fiduciary News

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Posts From Christopher Carosa, CTFA

What’s a Fair Fee to Pay a Fiduciary

When it comes to fees, abide these 3 rules of thumb.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/12

Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).

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Mom – The Practically Perfect Picture of a Fiduciary

How would your mother explain your investment options to you?

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How CarFax Can Help 401k Plan Sponsors and Investors

Are financial professionals the new Joe Isuzu?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/12

Why you should always take the money and run, always listen to dad and never believe what you read in the papers.

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Why Nobody Likes Stinky Pete: What Conflict-of-Interest Means to Investors

Some prospectors will sell you out for an ounce of gold.

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The Whole Truth: What the Fiduciary Duty of Good Faith Means to Investors

A fiduciary must reveal everything, both the good and the bad.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/14/12

An excellent example of why you should never get your 401k news from the mass media, Bogle bungles Fiduciary Standard last stand, DOL issues participant fee guidance and more.

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How Walt Disney Showed Us What the Fiduciary Duty of Loyalty Means to Investors

Everything you need to know about a fiduciary’s Duty of Loyalty you can learn by watching Old Yeller.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/12

Fiduciary makes a comeback, the cure for fee apathy, retirement stats and more!

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