Defining insanity, Fiduciary kiss of death? and muddled fee disclosure.
“If diversification of products in the annuity is limited, the product may result in a fiduciary breach because…”
We can do these things right now and more people will be able to save for retirement.
“A one-pager can really let the sun shine on the industry.”
“I see the greatest exposure in not being clear as to what the fees are and what they are for.”
How knowing Greek Tragedy and Elizabethan Theater can help us live a better retirement.
The best interests of the 401k participants will always trump convenience and cost.
Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”