Yes, the DOL exposed the folly of treating tax-deferred vs. taxable accounts differently, but the real issue remains that “advisers” and “advisors” are not held to the same regulatory standard. With or without the current DOL Rule, this is the vital question that needs to be answered.
Tag "Fiduciary Rule"
Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.
Wither regulators? Wither fiduciary? and Zeroing in on fees.
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How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?
Public pension ugliness, the fiduciary fog, and a fee line in the sand.
The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.
Who’s to blame for the retirement crisis, a whole new fiduciary world, and condemned to repeating investment history.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/16
Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.