Retirement plan investment advisors should work to apply the highest fiduciary standard, regardless of how a particular lawsuit or other events in the media play out.
Institutions
Quarterly Market Commentary – Q3 2011
Here is Chao & Company’s market commentary for the 3rd quarter of 2011.
The Foundation for The Fiduciary Standard’s Letter to the DOL
On Wednesday, September 07, 2011, The Foundation for The Fiduciary Standard sent the following letter to the U.S. Department of Labor regarding the Proposed Fiduciary Rule.
New Institute to Educate, Advocate on Fiduciary Standard
A group of advisors and industry leaders (including Philip Chao) have formed a permanent fiduciary education, research and advocacy think tank.
Quarterly Market Commentary – Q2 2011
Here is Chao & Company’s market commentary for the 2nd quarter of 2011.
Quarterly Market Commentary – Q1 2011
Here is Chao & Company’s market commentary for the 1st quarter of 2011.
DOL Comment Letter on Fiduciary Definition
Philip Chao’s public comment letter to DOL re: “fiduciary” definition.
Quarterly Market Commentary – Q4 2010
Here is Chao & Company’s market commentary for the 4th quarter of 2010.
Quarterly Market Commentary – Q3 2010
Here is Chao & Company’s market commentary for the 3rd quarter of 2010.
Quarterly Market Commentary – Q2 2010
Here is Chao & Company’s market commentary for the 2nd quarter of 2010.
Quarterly Market Commentary – Q1 2010
Here is Chao & Company’s market commentary for the 1st quarter of 2010.
Quarterly Market Commentary – Q4 2009
Here is Chao & Company’s market commentary for the 4th quarter of 2009.
Quarterly Market Commentary – Q3 2009
Here is Chao & Company’s market commentary for the 3rd quarter of 2009.
Quarterly Market Commentary – Q2 2009
Here is Chao & Company’s market commentary for the 2nd quarter of 2009.
Quarterly Market Commentary – Q1 2009
Here is Chao & Company’s market commentary for the 1st quarter of 2009.
Quarterly Market Commentary – Q4 2008
Here is Chao & Company’s market commentary for the 4th quarter of 2008.
Quarterly Market Commentary – Q3 2008
Here is Chao & Company’s market commentary for the 3rd quarter of 2008.
Quarterly Market Commentary – Q2 2008
Here is Chao & Company’s market commentary for the 2nd quarter of 2008.
Quarterly Market Commentary – Q1 2008
Here is Chao & Company’s market commentary for the 1st quarter of 2008.