For 8 years as Assistant Secretary of EBSA, Phyllis Borzi fought vigorously to protect plan sponsors and retirement savers under the uniform fiduciary umbrella. Here, she answers questions about the past, present and future of the Fiduciary Rule.
Tag "EBSA"
Changes, SEC as cavalry, and the revenge of the Alts.
Government gangsters, boxers, and fee mongers.
Fiduciary irony, fee disbelief, and investment deja vu.
Ron Rhoades explains how and why we lost the fiduciary standard and why that might be a good thing for bona fide fiduciaries.
Gov problems not related to “shutdown,” SEC to water down Fiduciary Standard? and more investment follies
Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the clientâs interests first.”
The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.
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Tangled compliance, a broken fiduciary record, and irrational fees.