Interviews
Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It
The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.
Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”
“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”
Exclusive Interview: Pete Swisher Explains Why Companies Don’t Care About MEPs (or PEPs or Even 401k Plans)
He also reveals the greatest misconception regarding MEPs, what the SECURE Act really did, and when we might begin to see the mass media start paying attention.
Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain
“As far as adopting employers, I would recommend an ERISA attorney because an MEP isn’t the right fit and fiduciary solution for every plan sponsor.”
Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary
“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”
Exclusive Interview: Terrance Power Tells All About What’s Changed (and More!) With 401k MEPs
“401k Multiple Employer Plans (MEPs) are a solution for the small to mid-sized employer market that will lead to the expansion of retirement plan coverage for America’s workers.”
Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”
“The SEC’s Regulation BI is terribly disappointing. It not only fails to protect consumers; it actually makes the situation worse… The confusion that will ensue will be very damaging to investors nationwide.”
Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well
The height of absurdity was in 2017, when Long Island Ice Tea Corp changed its name to Long Blockchain Corp and its shares soared.
Community Links
Tags
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.