intro
What’s in a Name?
"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.
Tag: ETFs
investment-oriented
Wrapping Them Up
Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways
trendspotting
Mutual Funds, Watch Your Backs
While the demand for mutual funds remains strong, other solutions are gaining ground
trendspotting
ETF Uptake
Financial advisers see ETFs as the most innovative investment vehicle in the last two decades
chalk talk
Special Treatment
Where fiduciary governance, employee meetings, and asset allocation converge
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
intro
The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.
Clients Look to Advisers for Help with ETFs
Among investors who work with financial professionals, 40% would like more information about ETFs and about half (51%) would consider investing in exchange-traded funds (ETFs) if their adviser...