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.
Why CITs Continue to Climb: Wealth@wor(k) 2022
For participants and advisors, a once-steep CIT learning curve is starting to flatten
More M&A: The Standard Will Buy Securian’s Recordkeeping Business
The newly combined business "will provide enhanced product offerings that will expand relationships with plan sponsors and distribution partners"
A ‘Smart’ 4-Pronged 401k Strategy: Wealth@wor(k) 2022
'Our longer-term strategy is about delivering more and better personalized solutions'
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