The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.
Basic Members
One of the nation’s top ERISA attorneys tells us even if the Fiduciary Duty is dead, it’s not. The only question is which part will remain alive and which part with wither on the vine. Fred Reish has an idea, and he tells us here.
Compliance hurts, the fiduciary cavalry? and the wrong target
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
Regulatory mine field, how the (fiduciary) west was won, and fee reality.
Think about it. Newborn babies keep their parents up all night. Knowing your adult child has a sizeable nest egg means being able to sleep soundly. And chances are you’ll spend your waking hours with less stress, too. Teaching your children to save early for retirement can achieve this healthy (and wealthy) goal. There’s no reason why financial professionals should be the only parents who know this little secret.
Fiddling away precious time, filling the fiduciary void, and the beginning of the end?
Ary Rosenbaum’s latest book tells the story of the modern retirement era through the lens of classic movie sequels, but it’s his own unique experiences that tell the real story. Here’s a taste.
A cauldron of competing retirement policy ideas, the fiduciary unknown, and the market squeeze.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/18
SEC punts fiduciary, fees aren’t everything, and old time investing.