Tag: Fee disclosure

IMHO: Thanks Giving

Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...

IMHO: “After” Thoughts

The morning after last week’s mid-term elections, a plan sponsor friend of mine called me up and asked me what I thought it all meant.

Advisers Stepping Up to the Plate

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

IMHO: Paper “Trail”

Last week, the Department of Labor reissued its proposed regulation on participant fee disclosure. 
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Decisions, Decisions

How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?

IMHO: Listening Post

With our PLANADVISER National Conference just one week away, I found myself turning back to my notes from the PLANSPONSOR National Conference in June.    

IMHO: “Thinking” Caps

While the spate of revenue-sharing suits has—for the moment, anyway—faded into the background, fees remain one of the most hotly debated topics in our industry. ...