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Edward Jones Gets It Wrong: Self Interest Trumps Fiduciary Interest of...
Edward Jones announced changes in its model that purport to be fiduciary but in reality they are not. Changes to its IRA model may serve Edward Jones' interests, but they do not serve the best interest...
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Why There Is No Reason for Any Delay of DOL's Fiduciary Rule
THE COMMITTEE FOR THE FIDUCIARY STANDARDSTATEMENT To CONGRESSTHE TRUTH About DOL's Fiduciary Rule:More Advice & Lower Costs In The Best Interest of InvestorsLarger Retirement Nest Eggs to Put To...
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Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?
Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence...
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Four Different Courts Have Upheld the DOL Fiduciary Rule. Why Does Trump Want...
Follow the Money.Four Different Courts Have Upheld the DOL Fiduciary Rule.Is it in America's Best Interest for Donald Trump to Kill It?Definitely Not!Then Why Does he Want To?Follow. The. Money.The...
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Would the Fiduciary Standard Actually Increase Investor Returns?
Who’s Afraid of Placing Investors First? Registered investment advisers have been fiduciaries for decades, working in their clients’ best interests under the Investment Advisers Act of 1940, and ERISA....
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What Fiduciaries Do That Helps Investors Achieve Better Outcomes
#Savefiduciaryrule!Tags: latest
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Does DOL Fiduciary Rule Have Staying Power? Are You Prepared For June 9th?
The first requirements of the DOL Conflict of Interest – Fiduciary Rule are scheduled to become effective on June 9, just weeks from now. Are you ready?June 9th is coming up quickly and the Fiduciary...
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DOL Fiduciary Rule's Impartial Conduct and Best Interest Advice Standards in...
This is very meaningful for retirement investors. The DOL Fiduciary Rule's Impartial Conduct and Best Interest Advice standards WILL BE IN EFFECT STARTING JUNE 9, 2017!For Investors, this means: 1)...
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The DOL Fiduciary Rule Does Not Cost Investors More or Limit Investor Access...
Financial professionals who work with investors every day are ready for – and many already abide by – the fiduciary standard. Registered Investment Advisers, of course, already do so. And, in contrast...
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Why Is This Administration Making It Harder to Save for Retirement?
The Trump Administration’s motivations in attempts to delay or kill the investor-friendly 2016 Final DOL Fiduciary Rule are suspect. Trump has stated he will eliminate regulation. But some regulation...
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Insurance Groups Balk Against Placing Customers' Interests Ahead of Insurance...
Insurance lobby groups are howling again at proposed state regulations on annuities that require the best interests of the investor client to be considered. Why Are Stronger Regs Needed?Tags: latest
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Courts Collide: 10th Circuit Rules for Investors While 5th Circuit Rules for...
Days after After the 10th Circuit Court of the U.S. upheld important retirement investor protections finalized in 2016 by the Department of Labor (DOL), the 5th Circuit Court struck down the...
View ArticleDahna Chandler
Dahna Chandler, Principal at Thrive Content, is an award-winning business and finance journalist who offers engagement-generating messaging solutions to thriving financial brands targeting upscale,...
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Increase Revenue by Increasing Diversity
Workplace diversity is a competitive advantageMultiple studies prove that increasing diversity and inclusion in your organization has a direct impact on revenue. The more racial, gender and age...
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Building Fiduciary Standards Into Your Wealth Management Practice
The fiduciary rule may fade away, but the fiduciary principle is eternal. The arc of investing is long, but it bends toward fiduciary duty.” - John C. Bogle, New York Times Op-Ed, February 9,...
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