Here’s quick read with a surprise reveal. Can you find it?
Posts From Christopher Carosa, CTFA
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle
Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?
Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.
There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.
Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.
The height of absurdity was in 2017, when Long Island Ice Tea Corp changed its name to Long Blockchain Corp and its shares soared.
Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.
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.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/19/19
In-SECURE feelings, reading the fee leaves, and as the DOL turns over.