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.
401(k) Rollovers: Still a $12 Trillion Deal?
Talk of a 401(k) rollover storm, tsunami, surge (whatever the metaphor) hits fever pitch and the federal government’s…
President Obama to Veto House Bill Blocking 401(k) Fiduciary Rule
Put President Obama in the ‘nay’ column. The White House said he will veto a bill to block the…
401(k) Fiduciary Expert Jason Roberts on DOL Rule Danger
Here is a summary of the video featuring Jason Roberts – For more details, you can watch the…
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 401(k) Summit: Don Trone Disses Fiduciary Rule
3ethos consulting firm's CEO, a fierce fiduciary critic, remains frustrated with the fiduciary rule despite its April release.
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 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…