Interviews
Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings
Oft-quoted professor Pfau also says you can’t turn back fiduciary, Rule or No Rule, and there’s still no easy way to compare reverse mortgage options.
Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials
“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”
Exclusive Interview with fi360’s Blaine Aikin: DOL’s Fiduciary Rule “Takes Advisors to a Fork in the Road”
Aiken says “There is no turning back” on DOL’s Fiduciary Rule as its momentum is “unstoppable” and regulation is “a lagging indicator.”
Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly
The DOL’s Assistant Secretary reveals how she and her staffed learned from initial attempts and why it led to a much stronger Conflict-of-Interest Rule.
Exclusive Interview with Jack Towarnicky: Child IRAs will make “Middle Class Millionaires”
“…just in case the politicians fail to act and have to scale back the [Social Security] promise, wouldn’t “middle class millionaire” status be a great gift of financial independence?”
Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”
“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”
Exclusive Interview with John Bogle: Industry “Crying Out for Change”; says Fiduciary Rule “a Turning Point”
Here’s the raw, uncut interview with the straight talking industry giant who was on to “fiduciary” before we even knew what it was.
Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs
“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”
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