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Josh Itzoe
7 posts
Itzoe Launches ‘Fiduciary U’ to Deliver Concise, Advanced Training
Most “timely, relevant, efficient and real-world content” for advisors, sponsors and committee members delivered in less than 15 minutes
Is 401(k) Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
Itzoe’s Interview: Why FiduciaryRx is the Cure for What Ails Us
'By using the platform, advisors can deepen their conversations and make them more meaningful and actionable'
Over the Target: Custom TDFs and Managed Accounts in 401(k) Plans
Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date funds and managed accounts.
April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe
How to Offer ‘Pure Advisor Alpha’ FRIENDS AND COLLEAGUES thought they were slightly insane. In 2004, Josh Itzoe…
Itzoe’s Intent: Getting the 401(k) Fiduciary Formula Right
“I’ve often said that fiduciary is not just a noun, it’s both a noun and a verb. It’s…