Here’s the raw, uncut interview with the straight talking industry giant who was on to “fiduciary” before we even knew what it was.
Tag "DOL"
Compliance tug of war, John Oliver speaks, and a truce in the passive-active war.
Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?
Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.
Fiduciary suit, a fee Gotcha! and an indexing Oops!
A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.
We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning…
Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?
“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”
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Simpler is better, the Fiduciary Paradox, and volatility isn’t risk.