Fiduciary News

Photo by Yan Krukau: https://www.pexels.com/photo/men-and-women-sitting-at-table-with-documents-7691730/Photo by nvision88 on Freeimages.comImage by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Tag "fi360"

Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

    Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.

1 comment Read Full Article

Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”

1 comment Read Full Article

Exclusive Interview with fi360’s Blaine Aikin: DOL’s Fiduciary Rule “Takes Advisors to a Fork in the Road”

    Exclusive Interview with fi360’s Blaine Aikin: DOL’s Fiduciary Rule “Takes Advisors to a Fork in the Road”

Aiken says “There is no turning back” on DOL’s Fiduciary Rule as its momentum is “unstoppable” and regulation is “a lagging indicator.”

2 comments Read Full Article

Exclusive Interview: Don Trone Reveals 401k Plan Sponsors Want This Instead of a Fiduciary

Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.

11 comments Read Full Article

Compliance Headaches Coming for 401k Plan Sponsors Due to New Fiduciary Regs in 2014?

What might surprise you the most is how easily the industry will adapt to the new fiduciary guidelines.

0 comment Read Full Article

Exclusive Interview with fi360’s Blaine Aikin: Competitive Forces Favor Fiduciary Standard

Investors who understand the fiduciary standard demand it, and practitioners who fail to embrace it will find themselves at an increasingly competitive disadvantage.

2 comments Read Full Article

Has SEC Unfairly Rigged Its Fiduciary Questionnaire?

The SEC is asking “how do we constrain fiduciary” instead of the other way around.

6 comments Read Full Article

Why the Fiduciary Standard Can’t Live in Harmony

Is the call for “harmonizing” the SEC and DOL versions of the fiduciary standard merely a ruse to thwart the entire effort?

1 comment Read Full Article

Thoughts on Attending My First fi360 Conference

I was sad when it was over. It was like saying goodbye to old friends. I wanted to stay and keep talking. Oh well, there’s always next year…

2 comments Read Full Article

Stunning Academic Study May Cause DOL to Retain Original Proposal for Fiduciary Definition

To the extent regulation improves efficiencies, there will always be winners and losers. Those who don’t benefit will always oppose the change.

1 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
Skip to content