The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.
Posts From Christopher Carosa, CTFA
Aside from pep talks and infusing it into their corporate culture, don’t forget that much of what is needed can be built right into the plan.
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All these strategies can be employed today and have proven themselves effective. It’s unclear that disclosing projected retirement income will provide the kind of incentive that will work.
Ping Pong regs, competing fiduciary views, and revenue sharing (again).
If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.
DOL Battens the Hatches, FiduciaryFightin’ Words, and, Oh, Bother…
It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.
Over the target, does it matter, and back to the future.
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