“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
Posts From Christopher Carosa, CTFA
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
There’s a chance for savers to increase the odds they’ll retire in comfort thanks to the 2017 tax law. Here’s how, but the window of opportunity will close fast.
Foreign Collusion, SEC Skeptics, and Investment Fads.
Here’s the countdown you’ve been waiting for. Why do you think these particular stories were so widely read? What does that fact tell you about the interests of plan sponsors, their service providers, and retirement industry regulators? The articles that caught the greatest interest may indicate not only answers people seek but future directions they intend to go. Let’s take a look.
Tis the season and there’s a carol for everything.
I am behind any idea that puts savings on autopilot and takes a lot of thought out of it. Take for example every time we get a raise in our salary. We should automatically have our savings contributions adjust accordingly when that happens.
Changes, SEC as cavalry, and the revenge of the Alts.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/12/18
A new Fiduciary en”title”ment, low fees are necessarily in your best interest, and the risk mirage.