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.
5 Reasons for a Frustrating Financial Wellness ‘Gap’: Wealth@wor(k) 2022
'Retirement advisors have an opportunity to seize the high ground'
Americans Face ‘Financial Vortex’ of Retirement Savings Challenges
Gen X and Baby Boomers feel behind and not very confident they can reach their goals
Is 401(k) Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Most Young People Should Not Save For Retirement in Their 401(k)
401k plans can be very effective tools for smoothing consumption over a lifetime
October Top Advisor by Participant Outcomes (TAPO)—Tony Powers
“Most plans I work with are small, mom-and-pop safe harbor plans. Many began as startups, and I have…
Top ESG Considerations for Plan Advisors: Groom Law Group
It will be essential for advisors to continue monitoring these developments
Senate Finally Confirms Lisa Gomez as EBSA Head
The White House first announced in July 2020 that President Biden chose Gomez for the post
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
Here’s the Skinny on President Biden’s Student Loan Debt Relief
Long expected, it’s finally happened. President Biden declared student loan debt relief for certain borrowers through what the…