Fiduciary News

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Interviews

Exclusive Interview with Knut Rostad: DOL’s Fiduciary Rule Grandfather Clause Does Not Protect Investors

    Exclusive Interview with Knut Rostad: DOL’s Fiduciary Rule Grandfather Clause Does Not Protect Investors

He says it doesn’t pass the basic smell test, and that’s just warming up…

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Exclusive Interview with Joseph Coughlin: Why the Retirement Fiduciary Cannot Ignore Age Longevity

    Exclusive Interview with Joseph Coughlin: Why the Retirement Fiduciary Cannot Ignore Age Longevity

“Living longer is only part of the new old age – the desire and the market opportunity is how to enable living longer better.”

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Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

    Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

Would a “Child IRA” be more successful with an associated government matching program?

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Exclusive Interview with Roger Wohlner

    Exclusive Interview with Roger Wohlner

Popular financial blogger offers thoughts on issues important to financial professionals.

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Exclusive Interview: Clark Blackman II Says SEC Fiduciary Fix “Not Tough Stuff”; Proposed DOL Fiduciary Rule a “Band-Aid”

    Exclusive Interview: Clark Blackman II Says SEC Fiduciary Fix “Not Tough Stuff”; Proposed DOL Fiduciary Rule a “Band-Aid”

“…if you are operating under the fiduciary standard… the future of regulation may dramatically change the very business model you have come to love; and the reasons you love it are the very same reasons it is under attack.”

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Exclusive Interview: Ron Rhoades Threatens to Oppose Any Weakening of Fiduciary Standard

    Exclusive Interview: Ron Rhoades Threatens to Oppose Any Weakening of Fiduciary Standard

Ron also says to “sunset” BICE, eliminate all conflicts-of-interest, and don’t trust FINRA.

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Exclusive Interview: ERISA Attorney Stephen Rosenberg Says Litigation’s Legacy is Improved Plan Design

    Exclusive Interview: ERISA Attorney Stephen Rosenberg Says Litigation’s Legacy is Improved Plan Design

Comments on the fiduciary standard, reducing liability, and what his clients are asking.

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Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

    Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach.

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Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

    Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

In this amazing interview, each answer could write its own headline!

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Exclusive Interview: Academic Icon Roger Ibbotson says Rush to Regulate Inhibits Competitiveness

The creator of the industry data base standard Stocks, Bonds, Bills, and Inflation doesn’t hold back.

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