Fiduciary Issues



The ERISA Fiduciary Standard Is Not Marginalized

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.

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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.

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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.

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