Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.
Commentary
Yes, the DOL exposed the folly of treating tax-deferred vs. taxable accounts differently, but the real issue remains that “advisers” and “advisors” are not held to the same regulatory standard. With or without the current DOL Rule, this is the vital question that needs to be answered.
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.
Wither regulators? Wither fiduciary? and Zeroing in on fees.
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Public pension ugliness, the fiduciary fog, and a fee line in the sand.
Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.
These Five Developments Dramatically Changed the Retirement Fiduciary World in 2016
In a year that was marked with uncertainty, the biggest development of 2016 might be that it just didn’t matter.