Deloitte’s annual survey produces two shockers: One explains why annuities aren’t as popular as the press makes them out to be, the other, well…
Tag "Fiduciary Rule"
The battle of public pensions begins with an attack on the 401k as the 401k industry digs in its heels against the DOL Fiduciary Rule while many anticipate sticker shock from the looming Fee Disclosure Rule.
The downsizing of the Fiduciary Standard, an Orwellian porcine view of fees and yet another search for the Holy Investment Option Grail.
A simple heuristic explains the importance of the Fiduciary Rule, blizzard warning on Fee Disclosure, the truth about Stable Value funds and a slew of court rulings.
The father renounces the fruit of his loins, a disappointing prediction and a whole lot of investment “I told you so’s.”
On hypocrites, backward-thinking, overconfidence and just how helpful is a disclosure rule if no one reads what’s being disclosed?
Even as the noose tightens on 401k fees, the DOL increases fiduciary liability with its new Investment Advice Rule. And, just what is going on at Ameriprise?
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
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The industry begins to accept the eventual fiduciary rule while rumors swirl on whether the Fee Disclosure Rule will be delayed.