Browsing Tag
Fiduciary
615 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.
Executives Say it’s Socially Responsible to Help Employees Save
For-profit companies are slightly more likely to make contributions to their employee retirement plans than nonprofit organizations.
SEC Proposes Mandatory Climate Change Reporting Rules
'82% of companies agreed that they should be afforded the flexibility to determine how ESG issues apply to them'
Reasons Employees Are Quitting in Record Numbers: Pew
Apparently, the grass is greener on the other side
401(k) Fees Remain a ‘Black Box’ for Most Americans
Plan participants 'grossly underestimate how much they’re paying'
How Participants, Sponsors and (Yes) Advisors Misbehave in Retirement Plans: RLS 2022
'We often do the wrong things at the wrong time for the wrong reason ...'
What is Relational Health and Longevity, and Why Should Advisors Care? RLS 2022
Wealthy clients are conscious of the advantages and privileges wealth brings, but also the responsibility and often isolation
intellicents Brad Arends on PROFITABLY Reaching the 99% of American Workers
You’d be hard-pressed to find a better ambassador for the 401k advisory space than Brad Arends. The Co-Founder…
401(k) Market Minute: Massive Social Security Benefits Adjustments, Crypto 401(k) Caution, and SECURE Gets Whacked
Rising inflation, of course, means rising Social Security COLA adjustments, and managing editor Brian Anderson reports that 2023 could…
Itzoe’s Interview: Why FiduciaryRx is the Cure for What Ails Us
'By using the platform, advisors can deepen their conversations and make them more meaningful and actionable'
DOL Cautions 401(k) Fiduciaries on Cryptocurrencies in Wake of Executive Order
'Fiduciaries must exercise extreme care before including direct investment options in cryptocurrency'