Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
Tag "Harold Evensky"
“I was [once] a major skeptic of the use of annuities, I have subsequently changed my mind regarding the efficacy of low-cost fixed and variable annuities in both personal and retirement accounts.”
What would it take to realize the fiduciary liability of overtly using ārisk toleranceā metrics? And what can 401k plan sponsors do about it?
State-run backlash, fiduciaries on a pinhead, and still misunderstanding fees.
Reg changes, Robo-Fiduciary, and Investment Wisdom.
Ron also says to “sunset” BICE, eliminate all conflicts-of-interest, and don’t trust FINRA.
The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.
California’s lesson, 401k fee backlash and more silly academic suggestions.
Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023
. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?