FiduciaryNews

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  • Tim Wood earned the badges achievement: Join a Group 8 months ago

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  • Tim Wood posted an update in the group Compliance 6 years ago

    For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our side supported the idea.

    I pos…[Read more]

  • Tim Wood posted a new activity comment 6 years ago

    Chris,

    While I do understand your point, I prefer to meet with the participants twice annually, if possible. To be fair, we have some clients whom only allow a once a year set of meetings, but those employees are offered the opportunity to visit with us at any time of the year by phone or email to answer any questions.

    Twice per year works out…[Read more]

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