Coming Soon in 2013: The Great 401k Fight! Fiduciary Angst! and Death by Fees!
Tag "CFP"
What worked in the past might mislead today. Worse, it might not include everything it needs to include. Find out what’s still useful, what isn’t and what needs to be added.
First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/30/13
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?