Fiduciary Standard

Does The New Fiduciary Rule Really ‘Level The Playing Field’?

Photo by nvision88 on Freeimages.com

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

Read Full Article

Have The DOL’s Fiduciary Efforts Made Things Worse?

Photo by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash

Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.

Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19

New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?

Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18

More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.

Read Full Article

Why Phyllis Borzi is Now Pessimistic On the Plight of a Uniform Fiduciary Standard

“In 5 years, I think investors will be considerably worse off if SEC does go forward with its proposals without substantial change.”

Read Full Article

What Will the Fiduciary Standard Look Like in Five Years?

Still, if one has confidence the marketplace will drive the industry towards focusing on the best interests of clients, then a de facto fiduciary standard can emerge organically, without overt reliance on regulators.

Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/18

Dependency downers, keeping it simple, and here we go again…

Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/9/18

Top-down retirement policy ideas, “What? I pay Fees?” and what we remember (and don’t) about market volatility

Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

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