Fiduciary Links:
Posted by on June 06, 2014
>>>>>
Now on to the rest of the week’s best links:
News and columns from the leading trade, consumer, and mainstream media:
- RIAs and small B-Ds have advantages over bigger firms [InvestmentNews]
- High-speed trading rules coming from SEC, White says [InvestmentNews]
- Three steps to greater gender diversity in the RIA industry [InvestmentNews]
- How technology affects your firm’s value [InvestmentNews]
- Are bonds really that safe? [ThinkAdvisor]
- Advisors’ favorite value-add programs: Social Security, search for yield [ThinkAdvisor]
From the organizations/associations/government/academia:
- New study says plan sponsors trust advisors but have high expectations, read more here. [NAPA Net]
From the blogs:
- If your brand promises authenticity, you deliver better [Harvard Business Review]
- Strategy is iterative prototyping [Harvard Business Review]
- Finding the balance between coaching and managing [Harvard Business Review]
- Why every 401k fiduciary should redefine risk as what happens when you miss your goal [FiduciaryNews]
- Buyer Beware: Sponsors should read details in fiduciary warranties to dodge “gimmicks” [Pension & Benefits Blog, Bloomberg]
Articles your clients are reading, (or should be):
- 7 questions to ask before buying a variable annuity [The Chicago Financial Planner]
- 4 percent rule facts you should know [US News]
- Who can’t contribute to retirement accounts [US News]
