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.
A New Door Has Opened in 401(k) Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
Americans Know About Delaying Social Security, Still Don’t Care
'Advantages of creating a retirement income strategy that maximizes your Social Security benefits can’t be overstated'
Wrong Way: United States Drops in Retirement Security
The challenges to retirement security are particularly problematic in countries with a pay-as-you-go retirement system
One Generation Doesn’t Think Much of Financial Advisors
Yet nine in ten respondents overall say they value their financial advisors’ knowledge and guidance
Hub Buys Construction Industry-Focused 401k Firm Direct Advisors
Wise Rhino Group represented Direct Advisors in the transaction
Hot August Temps Meant Cool 401(k) Trading Activity
Bond funds topped inflows, while most outflows were from target date funds
401(k) Plans: An Ongoing Public-Private Partnership That Works
While the initial role of policymakers in facilitating 401k plans was accidental, follow-on policies were more intentional
Senator Marks ERISA Anniversary, Calls for Gomez Confirmation
Recognizing the importance ERISA plays, she introduced the following resolution
DOL Releases New Bulletin on Independence for Plan Accountants
The department issued an Interpretive Bulletin as far back as 1975 that set forth guidelines
September Top Advisor by Participant Outcomes (TAPO)—Kim Cochrane
A common thread throughout this year’s group of Top Advisors by Participant Outcomes (TAPO) is their focus on…