Browsing Tag
Fiduciary
613 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.
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
Draft Legislation to Strengthen Retirement and Emergency Savings Introduced
'The RISE & SHINE Act includes a wide range of policies to create additional protections for workers and retirement savers'
SEC Proposed Rules Aim at ESG ‘Greenwashing’
The SEC said the proposed amendments would require funds and advisors to provide specific disclosures in prospectuses
Empower, Rockefeller launch ‘Simplified Retirement Program’
Partnership offering will streamline investment options, offer more personalization
CAPTRUST’s Mike Webb on Toxic Phrases to Avoid and a Surprisingly Successful Niche
We all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research.