Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
Tag "Index"
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
401k ascending, Fiduciary delayed but debated, and the perils of performance.
Gov FUBAR, a new Fiduciary battlefield, and imagine a world without 12b-1 or revenue sharing fees…
Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.
Wither regulators? Wither fiduciary? and Zeroing in on fees.
How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?
Shotgun compliance, fiduciary naivete, and free markets trump high fees.
State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/5/18
Tax cuts and retirement, crossing the fiduciary streams, and the rise of the anti-indexers.