Browsing Tag
401(k) Advisors
324 posts
The NeverEnding Story—Reg BI and the Latest Fiduciary Folly
Progress on the fiduciary rule has often looked like two steps forward, one step back (or vice versa).…
Hillbilly to Harvard, Ignorance to Inspiration: 2019 Fi360 Conference
Author and historian Tara Westover delivered a subdued, yet powerful, presentation to attendees of Fi360’s annual conference in…
4 Leadership Qualities to Live By: Elite Advisor Profile
An incredibly strong work ethic—yet an equally disciplined work/life balance—makes Robert Scherzer an elite advisor after a relatively…
Women to Financial Advisors: ‘Do Better’
A third of women separated, divorced or widowed in the past five years feel patronized by financial advisors,…
How to Do 401k Advice Right: Elite Advisor Profile
One thing we can immediately say about Jim Robison—he’s thorough and thoughtful in what he does, specifically in…
401K Fiduciary Well-Being and the Importance of Trust
As a 401k specialist, you’re probably considering, or you’re already broadening, your services to extend well beyond traditional…
Benchmarks, Benartzi and a Broader Benefits Perspective: NAPA 401(k) Summit
It ain’t easy getting Jania Stout on the phone. For most professionals, running a multi-billion-dollar, top-rated retirement planning…
Financial Advisor Recruiting Ramps Up With Digital Launch
Matchmaker, matchmaker, make me a match with a well-qualified advisor seeking a “meaningful career transition.” FA Match—a digital…
Nerd Fight! 401k Advisor Brawl Heats Up in Homestretch
Whack the bell and wind the clock, it’s time to decide which upstart advisor will take the belt…
3 Reasons ESG Investing Lags Behind Interest
Cerulli Associates found plenty of interest in environmental, social and governance (ESG) investing, but far less action. Simply put,…