Interviews
Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”
Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.
Exclusive Interview: Roger Levy Says 401k Fiduciary Advisers Should Heed Results of Putnam Case
“The ruling by the First Circuit in the Putnam case further increases focus on trust law when determining the scope of fiduciary responsibility under ERISA. Prudent practice already draws on trust law and sometimes prudent practice is ahead of the courts.”
Exclusive Interview: Teresa Ghilarducci Worried About de facto Poverty in Future Retirement
“First, we need to recognize we have a problem that affects all Americans and then work to find the basic solutions we can agree on. The longer we wait, the more people will suffer and the more expensive it will be.”
Exclusive Interview: Vic Ricciardi Says “Status Quo” Bias Thwarts Broader Acceptance of Behavioral Finance
Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently
If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generation’s unique decision-making, including the decisions about their money.
Exclusive Interview: Harold Evensky says DOL Fiduciary Opened “Good” Pandora’s Box
“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”
Exclusive Interview: MoneyTrack’s Pam Krueger Says It’s Time for Industry and Regulators to “Pick a Lane”
“Pick a lane… please. Why is the SEC living in the land of ambiguity? Lead, follow, or step aside. I may not agree with Ken Fisher very often but on this point, I believe he nailed it…”
Exclusive Interview: NAPA President-Elect Jania Stout Explains How to Keep HSA From Cannibalizing Retirement Savings
“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
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