by admin | 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...
by admin | Oct 18, 2018 | Company News, Everything Else, Opinions
Philip Chao offers his thoughts on how record keepers are seeking new sources of revenue in response to relentless fee compression squeezing their bottom line. Click here to read the full opinion.
by admin | Sep 17, 2018 | Company News, Everything Else, Opinions
Philip Chao offer his thoughts on how disclosing behavioral biases is voluntary but no less important than making the required disclosures. Click here to read the full opinion.
by admin | Sep 4, 2018 | Company News, Everything Else, Opinions
Do your clients believe that you’re serving as an adviser or an advisor? This is not a trick question. If you’ve never considered the answer nor clearly communicated your role with clients, there’s a possibility that it may be confused as to the type of fiduciary role...
by admin | Sep 1, 2018 | Company News, Everything Else, Opinions
Philip Chao was invited to offer his thoughts on how decumulation decisions should not be made complicated and solution providers and regulators should be mindful of behavioral biases. Click here to read the full opinion.