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Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game
“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17
Practical discussions, wither “Fiduciary”? and understanding fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17
New thinking, delay of game, and moving (too far?) ahead.
Fiduciary Standard Quandary: First Avoid “Harm”onization
Be careful what you wish for because sometimes the cure can be worse than the disease.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/10/17
Horse trading, sales/advice, and market tops.
Tax Reform Surprise: Congress Slips in 401k MEP Broadside
For all the talk and concern about Congress cutting the contribution caps for 401k plan, the real news appears to be just the opposite. Sometimes, it’s better to wait for the final result rather than get worked up about what you think may happen.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/3/17
401k Caps Survive, Fiduciary Time-Out, and the Stocks Shall Rise Again!
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