The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.
Posts From Christopher Carosa, CTFA
Aiken says “There is no turning back” on DOL’s Fiduciary Rule as its momentum is “unstoppable” and regulation is “a lagging indicator.”
Taking responsibility, Greek fiduciary tragedy, and questioning investing.
Financial professionals may have an idea of what millennials want, but millennials have their own ideas – and their “trusted” sources of information may just surprise you.
Bogle nails it (again), fiduciary changes marketing, and it changes how we view investing, too.
It’s never too late to get ready for retirement, even if you think it’s too late.
Even if a President Trump rescinds the DOL’s Conflict-of-Interest Rule, the spirit of the Rule may live on.
A new hope, the market strikes back, and the returns of fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/16
Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.