Browsing Tag
Fiduciary
618 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.
The Stark Numbers Behind Americans’ Lack of Retirement Planning Access
'Services like retirement planning and decumulation become easier to scale—regardless of minimums—with digital platforms'
House Committee Advances 401(k) Spousal Consent Bill
"This bill takes important steps to help Americans plan and save for a dignified retirement.”
Heavy 401(k) Trading Seen Amid Global Unrest: Alight
It's a stark contrast from 2021
Capital Group Teams with Morningstar on New Target Date Partnership
'It will enable retirement plans to deliver personalized asset allocation that participants, plan sponsors and advisors increasingly seek'
A New Era of ESG Investing: 2022 NAPA 401(k) Summit
How advisors can help clients understand ESG and scale their business
How to Help Plan Sponsors Attract and Retain Talent: 401(k) NAPA Summit
Advisors should care about all of it for several reasons.
Retirement Income’s Rapidly Increasing Reach: NAPA 401(k) Summit
The focus has now shifted to recognizing there is a 'guarantee gap' in this industry
3 Critical Cybersecurity Issues Advisors Should Know About: NAPA 401(k) Summit
'We feel we’re all in this together'
Hackers Are Back and Targeting Participants: NAPA 401(k) Summit
'This kind of attention-getting information is something to which plan sponsors and participants respond'
Auto Everything (Except Decumulation): 2022 NAPA 401(k) Summit
'It’s going to be very difficult to create a personalized solution unless we engage people'