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.
Morningstar Under Fire for Alleged Anti-Israel Bias
The South Carolina State Treasurer went so far as to threaten to cut ties with the research giant if the situation isn’t corrected
How 401(k) Consultants Miss the Automatic Rollover Mark
401k plan consultants know that the name of the game is improving participant outcomes, and their ongoing efforts are commendable
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…
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