Fiduciary Standard
Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game
“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
Fiduciary Standard Quandary: First Avoid “Harm”onization
Be careful what you wish for because sometimes the cure can be worse than the disease.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/18/17
Marketing fiduciary, yes, conflicted fees matter, and exposing Index Funds
Exclusive Interview with Ron Rhoades: “I am opposed to the entire concept of government-run plans”
The retirement world will change, whether the industry wants it to or not. One thing is for sure, though, “financial literacy efforts, while effective for such matters as personal budgeting and proper use of credit, can’t overcome the huge knowledge gap that exists between individual investors and those who stand ready to prey upon them.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/17
MEPs advance, the “New” Fiduciary and Caveat Emptor Investors!
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/17
Looking worse for state-run plans, what will fill the fiduciary void, and income infatuation.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/17
State-run backlash, fiduciaries on a pinhead, and still misunderstanding fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/17
States of ERISA, fiduciary whirlwind, Fee Fear Factor, and targeting TDFs.
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