Experiential Wealth


Philip Chao in InvestmentNews Article on the Unintended Fiduciary Consequences of 401(k) Fee Compression

Oct 24, 2018 | Company News, Everything Else, Opinions

After the fiduciary rule was vacated, conflicts are slowly but surely creeping back into our industry.  A sleight of hand here and a rabbit out of the hat there as retirement service providers are all trying to differentiate and keep the revenue plates spinning.  As fiduciaries, we must ask more questions and remain vigilant to make sure the standards we are held to is met.

Click here to read the full opinion.