How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?
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The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.
Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.
Aiken says “There is no turning back” on DOL’s Fiduciary Rule as its momentum is “unstoppable” and regulation is “a lagging indicator.”
Taking responsibility, Greek fiduciary tragedy, and questioning investing.
Financial professionals may have an idea of what millennials want, but millennials have their own ideas – and their “trusted” sources of information may just surprise you.
Bogle nails it (again), fiduciary changes marketing, and it changes how we view investing, too.
It’s never too late to get ready for retirement, even if you think it’s too late.
Regulatory collision course, the other side of the Fiduciary Rule, and investment strains.
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Public pension ugliness, the fiduciary fog, and a fee line in the sand.