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.
401(k) Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
Warren Ups War of Words in 401(k) Fiduciary Fight
Elizabeth Warren, the Senate’s favorite scribe, fired off yet another letter last week, this time to Labor Secretary…
5 Critical Factors To Consider in Fiduciary Accounts
How important is it to require three years of live history before considering certain investments in fiduciary accounts. Fi360's Faustino breaks it down.
DOL Proposes 401(k) Fiduciary Rule Delay (Again)
Fiduciary rule delay moves full implementation to 2019, affecting retirement plans, IRA owners, and financial fiduciaries.
What Does the Fiduciary Rule Mean for 401k Creditor Protection?
Is it important to factor in safety from creditors during a 401k rollover? How safe was the money…
Fiduciary Rule Whacks Annuities
Annuity Sales Decline 2017 sees lowest first-half totals since 2001 as fiduciary rule fallout impacts fixed and variable products.
Fiduciary Groundhog Day: What Just Happened?
DOL fiduciary rule delay creates uncertainty for 401k advisors, IRA assets, and best interest contracts. Learn what it means now.
One Major Fiduciary Rule Criticism Doesn’t Hold Up
Fiduciary Rule protects retirement savers from conflicted advice, ensuring fair access to investments and stronger financial security.
Enough of the Stupid Scaramucci Saga
Scaramucci White House chaos shows the pitfalls of politics, from strong starts to fast downfalls and media missteps.
The Risk of 3(38) Fiduciary ‘Flexibility’
Most plan sponsors engage a fiduciary 3(38) investment manager because they do not have the required expertise. Here's what we mean.