Browsing Tag
Fiduciary
616 posts
Being a fiduciary means acting on behalf of another person or entity and having a legal and ethical obligation to put their interests above your own. Essentially, a fiduciary is entrusted with the responsibility to make decisions and manage assets in a way that benefits their client, not themselves. This relationship is built on trust and confidence, requiring the fiduciary to act with utmost good faith, care, and loyalty.
Senate Introduces SECURE 2.0-Like Retirement Bill
The Senators said they’ve worked with colleagues for months to develop the 'broad, bipartisan retirement package'
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
Based in Indianapolis, Indiana, CSi was founded in 1971
Buckman & Corning’s Nicole Corning on an Educational, and Humbling, Client Case
Nicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group.
Another Flight to Fixed-Income in 401(k) Trading
Outflows were primarily from target-date, large U.S. equity and bond funds
Worrisome Target-Date Fund Performance Year-to-Date
TDFs should be much safer. Lawsuits would make it so.
Joe DeNoyior’s TAPO Redux: Becoming an Industry HUB
Anyone who doesn’t know what Joe DeNoyior’s been up to lately is living under a rock. Hub International…
3 Investment Trends in 401(k)s That Offer a Few Surprises
Decisions plan sponsors make with help from their advisors really do matter
The Problems With Lifetime Income Disclosures
A voluntary estimate of lifetime income based on accumulated savings has merit, but …
Mike Pence Pummels ESG’s ‘Unelected Cabal of Bureaucrats’
He compared ESG to the social credit scores issued by China's communist party
5 New Automatic Rollover Criteria for 401(k) Plan Sponsors
It's incumbent upon plan sponsors to fundamentally 'rethink' these programs