The creator of the industry data base standard Stocks, Bonds, Bills, and Inflation doesn’t hold back.
Interviews
“Price (fees) are a component of value. There are many other components that make up value and the relative weight will vary from plan to plan.”
If a game has a purpose, is it still a game? If it makes saving for retirement fun, who can ever complain?
Why the investment adviser industry wants to mimic American, but not British, doctors.
Answers to the questions you’ve all been asking these past six years.
Schweiss says forcing brokers to abide by a fiduciary standard probably is “not a good strategy any more” and the government is no longer a viable part of the fiduciary solution.
Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.
Exclusive Interview: Jerry Schlichter Reveals 3 Ways 401k Plan Sponsors Can Avoid a Fiduciary Breach
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
