2015 Fiduciary Duty Retirement 
Sara Grillo
AUGUST 14, 2023
Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3 Lee holds a Ph.D.
WiserAdvisor
NOVEMBER 21, 2022
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. This is done to establish a fiduciary duty within the candidate and make them a reliable, upstanding member of the fraternity.
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Sara Grillo
NOVEMBER 14, 2022
In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.
Sara Grillo
JUNE 12, 2023
In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement.
The Big Picture
JUNE 20, 2023
It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. ” RITHOLTZ: And you had the Gates study in, what, 2015, saying the same thing? So corporate pensions that gave a worker a reasonable shot at a prosperous retirement.
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