David Swensen
Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box
“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”
When Does “Socially Responsible” Investing Violate Fiduciary Duty?
It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
Are Plain-Vanilla 401k Investment Options a Fiduciary Imperative?
Alts may be the all the rage, but are they really worth it?
Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About
Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/13
Would you trust the state with your 401k? Proof Fee Disclosure Failed and the Fiduciary battle rages on.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/11
As the fight shift from adopting a fiduciary standard to redefining “fiduciary,” we learn the fee-counters might be counting the chickens before they’re hatched.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.






