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It’s Not Just About Knowing the Right Answers…
…it’s about knowing the right questions. Do you know the right questions, or do you only think you know the right questions? Buy this book – “a vital reference tool for years to come” – and, you’ll not only know the right questions, you’ll know the right answers. Click here to order directly from the […] Read Full Article
Have 401k Plan Sponsors Framed Employees?
A special treat for those who attended my fi360 conference session.
Exclusive Interview with fi360’s Duane Thompson: Dual Registration’s Impact on the Fiduciary Standard
In many ways, the fallout of the Merrill Rule made this debate what it is today.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/20/12
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
Will Broker Evolution Obviate the Fiduciary Standard Debate?
The anti-fiduciary standard tirade may merely be the tired last gasps of a once thriving business model.
Is Dual Registration the Cause of Opposition to the Fiduciary Standard?
Did a Clinton-era misguided quid pro quo, ultimately approved during the Bush administration, lead to the house of cards we see today?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/13/12
The SIFMA has no Clothes, the next investment fad and “Are you Ready for some Fee-Ball?”
Stunning Academic Study May Cause DOL to Retain Original Proposal for Fiduciary Definition
To the extent regulation improves efficiencies, there will always be winners and losers. Those who don’t benefit will always oppose the change.
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