Here’s the beginning of an operational definition of what it takes to be a good fiduciary (first of three installments).
Tag "Clifford Caplan"
![The Three Most Important Practical Things You Must Know as a Professional Fiduciary](https://fiduciarynews.com/wp-content/uploads/2018/07/book-1623893-660x395-505x306_c.jpg)
![Is “Active Share” the New Phrenology?](https://fiduciarynews.com/wp-content/uploads/2018/04/fred-the-head-4-1523591-660x395-505x306_c.jpg)
The controversial and decidedly partisan report not only took aim at the policies of the current administration, it entered into the passive/active debate by solely targeting actively managed funds. Worse, the report reveals a rather naïve understanding of mutual funds and investing.
![What Can Business Owners Do Before the Deadline to Save More for Retirement?](https://fiduciarynews.com/wp-content/uploads/2018/04/calendar-1237377-505x306_c.jpg)
If you own a business, waiting until the last minute to reduce taxes limits your options. You still have some, though. Here they are.
![Retirement Pros Reveal Their Own Best Interests When It Comes to Their Retirement Plans](https://fiduciarynews.com/wp-content/uploads/2018/01/christmas-mirror-1198587-660x395-505x306_c.jpg)
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.