To really understand investment risk, we must first discover how risk management first evolved.
Posts From Christopher Carosa, CTFA
Both sides of the fiduciary debate suggest their view reduces retirement investor costs. They can’t both be right. Luckily, the marketplace offers a real testing ground, leaving only one question: Who does the DOL protect – the industry or the investor?
As economic news overshadows regulatory news, questions arise if the same political malaise eroding markets will soon also infect any possibility of moving forward with leveling the playing field on the regulatory front.
What famous logical fallacy might explain how Washington dooms 401k fiduciaries and their investors?
As the lobbyists get their Congressional minions to put the heat up on the DOL, a recent spat of investment articles accidentally show the need for a true fiduciary standard.
After two weeks in the Old Country, the Old Contributing Editor would prefer to have the jet lag wear off before putting pen to paper (or is it fingertip to keyboard?).
What’s an article look like when the editor is off discovering his roots in the Old Country?
You’d never guess what editors come up with on a short holiday week.
Having no idea what the fiduciary means, and worse, not caring, most IRA R/O investors are sheep heading for their (financial) slaughter. Not anymore, if the DOL’s Phyllis Borzi has her way.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/11
With Congress in recess, the anti-fiduciary lobbyists have moved to major media outlets. Meanwhile, we’re continually discovering government regulation too often produces Rube Goldberg fiascos like target-date funds.