It’s in everyone’s best interest to be successful, so it’s part of a fiduciary’s duty to show them how.
Tag "fiduciary"
Long-term investors like retirement savers can easily act like a fiduciary for their own assets. All they need to do is look in a mirror – but not for their own reflection. Look in a mirror a retirement professional is looking into and see how that reflection invests for retirement.
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.
With a GOT-based strategy, expectations are predicated on needs, not the happenstance of the market. GOT-based portfolios may not have the record-breaking excitement of market indices, but it’s slow-and-steady-wins-the-race philosophy may lead to a more comfortable retirement.
Celebrating a week of thankfulness, for bad news headlines, continuing interest in fees, and that ever open mind searching for the “coming (investment) thing.”
Horse trading, sales/advice, and market tops.
For that to work, however, it’s not enough to change the titles brokers use – to make them call their sales representatives “salespeople” and call their services “sales recommendations” – you’d also have to completely change the way they market themselves so that their marketing messages are consistent with their regulatory status.
The wrong way to save retirement, the truth about “clean” shares, and Investing: It’s all your fault!
Compliance test, plan sponsor fiduciary awareness, and the similarity between Paul McCartney’s grandfather and the future of mutual funds.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/19/18
Government AWOL, Fiduciary Name Game continues, and should fees be determined by the marketplace or the courts?