Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
Posts From Christopher Carosa, CTFA
Repeating failure, forever young, and the coming fiduciary thing.
It turns out there’s a downside to 401k participant engagement. Who knew?
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
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.
A new year of expectations, a new fiduciary paradigm, and a new market.
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.
Retirement plans work! 12b-1 fees don’t, and the market horse is out of the barn.
Distilling a million separate page-views down to a handful of articles is a very difficult process. We trust you’ve found the worth of these articles and, over the years past and the years to come, that you have taken and will continue to take from them something of value from FiduciaryNews.com.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/25/19
The states go marching on, the inside scoop on fees, and John Bogle’s complex legacy.