The Fiduciary Standard and You
Fiduciary issues pop up in the oddest places.
Warning: Bond Indexes Are Broken
Unlike their equity counterparts, there are distinct challenges with existing fixed-income indexes. What’s an advisor to do?
Buffett’s 7 Best Books for Investors: 2013
What do investing gurus read when they need some guidance?
Bogle Hailed as Warrior for the Common Investor
Michael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.
Vanguard Moves to Merge Funds, Lower Costs
Vanguard announced it will expand access to its ultralow-cost Admiral share class and streamline its fund lineup.
Genworth Taps Industry Veteran Charles Goldman for Board of Directors
As Genworth Financial moves ahead in a partnership with two private equity firms, Goldman, known as a fiduciary advocate, takes the reins as board chairman.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
Rostad Kicks Off Fiduciary September
Knut Rostad, Vanguard founder John Bogle and other fiduciary advocates lead a month of lobbying and awareness raising.
401(k) ‘Leakage’ Is Major Problem: New York Life
401(k) plan participants who take out loans may be sabotaging their retirement savings.
76% of Advisors Use ETFs With Mutual Funds: Virtual ETF Conference Poll
At ThinkAdvisor’s virtual ETF conference, a quick poll found that the vast majority of advisors now use some ETFs along with mutual funds and other vehicles in their client portfolios.