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What Will the Fiduciary Standard Look Like in Five Years?Fiduciary News
September 11, 2018
Phyllis Borzi, Fred Reish, Duane Thompson and others share where they see the fiduciary standard heading within the next five years. This three-part series will reflect on the past, present, and future of the fiduciary standard.
The SEC’s “Best Interest” Proposal – A Step Forward or a Set Back?Fiduciary News
September 05, 2018
After years of letting the Department of Labor do all the heavy lifting, the Securities and Exchange Commission finally swung into action a month after the 5th Circuit vacated the DOL’s Fiduciary Rule. This three-part series will reflect on the past, present, and future of the fiduciary standard.
DOL Fiduciary Rule Post-Mortem: How Long Will the Taste Linger?Fiduciary News
August 28, 2018
As summer draws to a close (in the traditional sense), perhaps now is a good time to reflect on the changes in the fiduciary world over the last few months. The DOL’s Fiduciary Rule has been vacated. In its stead we now have the SEC’s “Best Interest” proposal. This three-part series will reflect on the past, present, and future of the fiduciary standard.
Client divorce splits advisers’ fiduciary duty of loyaltyInvestmentNews
August 22, 2018
Working with a divorcing couple poses challenges, but specialized training programs can help advisers better serve this large market segment
Fi360’s Top Quartile Fiduciary Scores401(k) Specialist Magazine
August 17, 2018
Not surprisingly, CIT managers perform the best
Why you should still take the fiduciary high ground on 401(k) rolloversInvestmentNews
August 14, 2018
Despite death of DOL fiduciary rule, regulators continue to look at rollover advice from advisers
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