Even if you can’t lead him to drink, you still have the fiduciary duty to lead a horse to water.
Tag "Chuck Miller"
Experience might be the best teacher, but it usually comes with age and, for 401k investors, that’s much too late. There’s a simple word that solves all this.
Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?
