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.
Aikin, Reish Sound off on 401(k) Fiduciary Rule
Little surprise, 401(k) advisors are split over the fiduciary rule—some like it, some don’t. Pioneer Investments polled attendees…
2016 401(k) Summit: Senate Introduces Bill to Fight ‘Harmful’ 401(k) Fiduciary Rule
More drama occurred Monday in Nashville in what was already a dramatic 401(k) Summit consumed with the fallout…
2016 401k Summit: Don Trone Disses Fiduciary Rule
Don Trone isn’t happy—and it isn’t a pretty sight. The fiduciary bulldog and CEO of consulting firm 3ethos…
2016 401(k) Summit: CEO Brian Graff ‘In Your Face’ About Fiduciary Rule
American Retirement Association CEO Brian Graff employed a simile at the organization’s 401(k) Summit in Nashville on Sunday…
2016 401k Summit: Music City Madness with a Bit of Fiduciary Fun
The Department of Labor’s final fiduciary rule is sure to be top of mind (and subject matter) at…
2016 401(k) Summit: Millennium Trust Like What it Sees
A little over a week after the release of the DOL’s final 401(k) fiduciary rule to great fanfare,…
401(k) Fiduciary Rule Fallout: What it Means For Advisors
Last week, Secretary of the Department of Labor (DOL) Thomas Perez released the final version of the long…
Why ‘Impact Investing’ Will Pay Off in 401(k) Performance
Walk through the doors of Green Alpha Advisors in Boulder, Colorado and you get what you’d expect; an…
‘Father of 401(k)’ Ted Benna Sounds Off on DOL Fiduciary Rule
Ted Benna wants to make something absolutely clear; a warning for 401(k) advisors specifically, and the industry in…
Ryan and Republicans Get Ridiculous on Rule
“It could have been worse” is the best we can say for the majority of regulation, and so…