“If we can’t explain to investors how they benefit from fiduciary advice, frankly, we don’t deserve their confidence, much less their business.”
Tag "DOL"
We can do these things right now and more people will be able to save for retirement.
Municipal Madness, the Fiduciary Supremes and signs of a peaking market?
Would the DOL allow a private plan sponsor to use retirement funds for his own personal benefit?
“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/19/14
Be wary of Washington Retirement “Fix,” Losing the Fiduciary Battle, and There are worse things than fees