For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.
Tag "DOL"
Pensions falling, pushing back fiduciary goal posts, and investment Lorelei Signals.
401k rising, the Fiduciary Rule’s long goodbye, and a fee trend worth continuing.
Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?
The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.
“We have reached a watershed moment for retirement planning and saving.”
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.
“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.
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State pension implosion, a regulation without teeth, and the fee-value correlation.