Christopher Carosa, CTFA
Exclusive Interview: Vic Ricciardi Says “Status Quo” Bias Thwarts Broader Acceptance of Behavioral Finance
Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/18/19
Repeating failure, forever young, and the coming fiduciary thing.
Recent Market Volatility Has Revealed This About Target Date Funds
It turns out there’s a downside to 401k participant engagement. Who knew?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
Will 401k Plan Sponsors Fall for These Over-Hyped Topics?
A good fiduciary needs to see through the hype and base decisions solely on matters of import. This isn’t as easy as it sounds. For one thing, hype, like humor, works because it’s based on truth. This mantle of credibility is just enough to lead the fiduciary astray.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/4/19
A new year of expectations, a new fiduciary paradigm, and a new market.
A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019
The need for 401k plan sponsors to increase their focus on their fiduciary duties and, specifically, execute strategies with can reduce their fiduciary liability, arises from this New Fiduciary Era in which we find ourselves. Fortunately, the path to implementing these strategies is well worn. It should be easy to accomplish.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/28/18
Retirement plans work! 12b-1 fees don’t, and the market horse is out of the barn.
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