https://fiduciarynews.com/groups/investments/ Activity feed for the group, Investments. Wed, 08 Apr 2026 21:21:38 -0400 https://buddypress.org/?v= en-US 30 hourly 2 82b0322925d94b04a726f513e83829e5 https://fiduciarynews.com/activity/p/406/ Fri, 04 Dec 2015 03:23:19 -0500 Are Target Date Funds a violation of one’s fiduciary duty? If you think about the origins of fiduciary duty (namely, how it evolved via trust law), we see a mandate requiring fiduciaries to only takes actions that are in the best interests of the individual beneficiaries. This year’s Tamar Frankel Prize Winner David Swensen has penned two books…[Read more]

]]> 0 5154771293063585a4f531deea39402f https://fiduciarynews.com/activity/p/400/ Fri, 04 Dec 2015 03:05:11 -0500 How do we stop the BHB myth that claims asset allocation accounts for 93% of investment performance? – It’s been a while since major financial service providers have misquoted the infamous Brinson-Hood-Beebower research papers from the late 1980s/early 1990s. We still, however, see individual practitioners and even the some journalists repeating t…[Read more]

]]> 0 99d4d3c0bef066333ad726e84930daaa https://fiduciarynews.com/activity/p/399/ Fri, 04 Dec 2015 03:03:38 -0500 After decades of relying on “risk tolerance” questionnaires, how do you convince 401k plan sponsors and investors that they’re more dangerous than useful? What horror stories can you share? – As the attached link explains, since as early as 1999, it’s been widely known “risk tolerance” questionnaires are, at best, irrelevant and, at worst, misl…[Read more]

]]> 0 faab859960c34e6d45bda1ba80efb04a https://fiduciarynews.com/activity/p/398/ Fri, 04 Dec 2015 03:01:58 -0500 Are investors who fail to learn from history doomed to repeat it? – We hear millennials prefer to buy annuities than to save in a 401k or IRA and invest directly (and at a lesser cost) in the stock market. Well, this is bad news and good news. The bad news is that those that don’t learn from history are condemned to repeat it. How many baby b…[Read more]

]]> 0 0e7dedc8524738fe81a0bb864f7fd84e https://fiduciarynews.com/activity/p/335/ Mon, 23 Nov 2015 14:50:13 -0500 0 22990ed988fb05be9a341258cbb8c936 https://fiduciarynews.com/activity/p/43/ Sat, 17 Oct 2015 20:45:55 -0400 Are investors who fail to learn from history doomed to repeat it? We hear millennials prefer to buy annuities than to save in a 401k or IRA and invest directly (and at a lesser cost) in the stock market. Well, this is bad news and good news. The bad news is that those that don’t learn from history are condemned to repeat it. How many baby b…[Read more]

]]> 0 1539f5ab40a4195978f6c9727f01a5fa https://fiduciarynews.com/activity/p/42/ Sat, 17 Oct 2015 20:45:26 -0400 After decades of relying on “risk tolerance” questionnaires, how do you convince 401k plan sponsors and investors that they’re more dangerous than useful? What horror stories can you share? As the attached link explains, since as early as 1999, it’s been widely known “risk tolerance” questionnaires are, at best, irrelevant and, at worst, misl…[Read more]

]]> 0 7adc2bb036260aba6d1207ec023d6131 https://fiduciarynews.com/activity/p/41/ Sat, 17 Oct 2015 20:44:39 -0400 How do we stop the BHB myth that claims asset allocation accounts for 93% of investment performance? It’s been a while since major financial service providers have misquoted the infamous Brinson-Hood-Beebower research papers from the late 1980s/early 1990s. We still, however, see individual practitioners and even the some journalists repeating t…[Read more]

]]> 0 a9efd993772502b998b23a4f29700b6f https://fiduciarynews.com/activity/p/40/ Sat, 17 Oct 2015 20:44:12 -0400 Why do you think Target Risk Funds contain less fiduciary liability concerns for 401k plan sponsors than Target Date Funds? Target Date Funds have exploded in terms of popularity. It’s not that they’re proven in any sense of the word. In fact, the economic crash of 2008/2009 exposed their true nature and the potential liability they pose. The…[Read more]

]]> 0 9cde209383721ba41db9c8dda9c3f63d https://fiduciarynews.com/activity/p/39/ Sat, 17 Oct 2015 20:43:38 -0400 Cross Trading Can Harm Investment Performance. Here’s an article that explains it. Were you aware of it and the implications?
[bpfb_link url=’http://fiduciarynews.com/2014/04/new-401k-plan-sponsor-fiduciary-worry-study-reveals-previously-unpublicized-conflict-of-interest-can-harm-mutual-fund-performance/’ title=’
New 401k Plan Sponsor F…[Read more]

]]> 0 06f7860bc9f30d19deb75966a9510c50 https://fiduciarynews.com/activity/p/9/ Wed, 14 Oct 2015 01:06:29 -0400 0