Fiduciary Rule
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/18
The Undiscovered Fiduciary, SEC goes on safari, and barber investing.
Exclusive Interview: David Levine: 401k Plan Sponsors Must Separate These Fiduciary Rule Facts from Fiction
“This uncertainty can be very challenging for plan sponsors. If I have to give some basic words of advice to plan sponsors, I simply say ‘stop and take a breath.’”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/16/18
States muscle in on Fiduciary Rule, SEC (finally) goes after 12b-1 fees, and lessons from the correction.
Exclusive Interview: Harold Evensky on Fiduciary: The Name is the Game
“There is no practical difference between ‘adviser’ and ‘advisor’ in the eyes of the customer. Both suggest a level of relationship well beyond the standard of a brokerage relationship.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/29/17
Foreign Collusion, SEC Skeptics, and Investment Fads.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/15/17
Changes, SEC as cavalry, and the revenge of the Alts.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/8/17
Practical discussions, wither “Fiduciary”? and understanding fees.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/1/17
New thinking, delay of game, and moving (too far?) ahead.
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