Archive for Март, 2017

meeting-your-fiduciary-responsibilities_1 Meeting Your Fiduciary Responsibilities

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan,

16 Март, 2015 No Comment Read More

long-legislative-fight-kicks-off-with-house_1 Long Legislative Fight Kicks Off with House Hearing On SRO Fiduciary Standard

Advertisement Congressman Scott Garrett (R-N.J.) opened Tuesday’s House Financial Services Committee hearing on an SRO for investment advisers and a fiduciary standard for broker/dealers

16 Март, 2015 No Comment Read More

401-k-hidden-fees-retirement-financial-planning_1 How The Fiduciary Standard Protects You

Highlights Investors should pay attention to the regulations surrounding the fiduciary standard. Some financial planners or advisers do not have to put their client’s

16 Март, 2015 No Comment Read More

good-financial-advice-five-questions-to-ask_2 Good Financial Advice Five Questions to Ask Including the FWord CBS News

Last Updated May 26, 2009 10:35 AM EDT It seems like everybody is in the financial advice-business, but how do you know if someone

16 Март, 2015 No Comment Read More

fiduciary-duty-should-your-trust-your-financial_2 Fiduciary Duty Should Your Trust Your Financial Advisor

Is Your Financial Advisor Legally Required to Act in Your Best Interests? Not necessarily.  To find out, you must start with understanding exactly who

16 Март, 2015 No Comment Read More

fiduciary-wikipedia-the-free-encyclopedia_2 Fiduciary Wikipedia the free encyclopedia

The court of chancery. which governed fiduciary relations in England prior to the Judicature Acts A fiduciary is a legal or ethical relationship of

16 Март, 2015 No Comment Read More

fee-only-fiduciary_1 Fee Only Fiduciary

You work hard for your money and you should expect your money to work hard for you. Times have changed because of the great

16 Март, 2015 No Comment Read More

does-obama-s-endorsement-of-a-fiduciary-standard_1 Does Obama s Endorsement of a Fiduciary Standard Change the Wall Street Status Quo

There are a lot of very fine financial advisors out there, but there are also financial advisors who receive backdoor payments or hidden fees

16 Март, 2015 No Comment Read More

do-you-need-a-professional-fiduciary-california_2 Do You need a Professional Fiduciary California Department of Consumer Affairs

Do You Need a Professional Fiduciary? A Professional Fiduciary manages a client’s personal affairs, including daily care, housing and medical needs, and finances, ranging

16 Март, 2015 No Comment Read More

brokers-advisors-spar-over-fiduciary-standard_1 Brokers Advisors Spar Over Fiduciary Standard

Brokers, Advisors Spar Over Fiduciary Standard August 17, 2010 (Dow Jones) Stockbrokers and investment advisors are nervous about looming changes to rules that shape

16 Март, 2015 No Comment Read More