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.
How to Avoid 401k Litigation Attorneys on June 9
On May 22, 2017, Secretary of Labor Alexander Acosta confirmed something that we’ve argued since the DOL’s fiduciary rule…
‘Dilute’ the Fiduciary Rule, Get Sued: Aikin
One has to wonder if fiduciary rule advocate Blaine Aikin is smart or lucky. The firm he heads, Fi360,…
Fred Reish Gets Real With Retirement Plan Rollovers
Fiduciary Rule Implementation on June 9 confirmed, with changes expected but mostly minor, ensuring compliance and clarity for advisors.
Bureaucrat Borzi Blunt About Fiduciary, Fees, Fears
Phyllis Borzi fiduciary rule insights shared at Fi360, highlighting challenges, public engagement, and lasting impact on financial services.
Betterment for Business Banks on Fiduciary Boost
Betterment for Business, their defined contribution, who announced two high profile additions to their retirement 'Board of Advisors.'
Committee: 401k Fiduciary Rule ‘Hurts Those Intended to Help’
Washington Republicans continued their attacks Thursday on the fiduciary rule in its current form. The House subcommittee on…
Alexander Acosta Confirmed As Labor Secretary
Fiduciary Rule Fight continues as Acosta faces Senate scrutiny and pressure over retirement standards for financial advisors.
What the United Airlines Incident Says About Fiduciary Excellence
When do you do your best work? When someone tells you what and how to do it, or…
5 Major 401(k) Lawsuits That Directly Impact Advisors
401(k) lawsuits highlight fiduciary risk. Learn strategies to reduce liability, avoid excessive fees, and protect retirement plans
Nationwide Goes Big With 401(k) Fiduciary Services Addition
Nationwide is teaming with IRON Financial to provide 3(21) investment fiduciary services. Nationwide claims it allows for retirement…