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Tag "best interest"

What Bodes For The DOL & The SEC During Trump 2.0?

    What Bodes For The DOL & The SEC During Trump 2.0?

A lot may depend on who Trump selects to head up the DOL in his second term. If we start seeing familiar faces, that might indicate the department’s direction.

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Does The New Fiduciary Rule Really ‘Level The Playing Field’?

    Does The New Fiduciary Rule Really ‘Level The Playing Field’?

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

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The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

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Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

    Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”

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How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

    How Reg BI Changes the Fiduciary Landscape for the 401k Plan Sponsor

Just as summer changes into fall, Reg BI will change the way all participants – investors, service providers, and 401k plan sponsors – interact with each other. These are the changes we might expect.

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Does “Fiduciary” Matter Anymore?

    Does “Fiduciary” Matter Anymore?

Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?

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7 Rules Every Professional Fiduciary Must Follow

    7 Rules Every Professional Fiduciary Must Follow

These may not be the only rules, but they rank up there as among the most practical for fiduciaries and, in some cases, for any other professional.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/18

In an otherwise quiet week, does anyone else think it strange that a whole slew of articles came out on this one particular topic?

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The Three Most Important Practical Things You Must Know as a Professional Fiduciary

    The Three Most Important Practical Things You Must Know as a Professional Fiduciary

Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).

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