A fiduciary may ... future performance. In addition to performance reviews, fiduciaries must review the expenses involved. Fiduciaries are responsible not only for how funds are invested but ...

"They do not receive sales-related compensation from their employer or third parties, like fund companies ... which requires members to take a fiduciary oath in addition to using a fee-only ...

Many retirement plan fiduciaries are deterred from providing ESG funds as investment options because of the strict fiduciary standards required by the Employee Retirement Income Security Act of 1974 ...

In addition to acting in the client’s best interests, a professional held to the fiduciary standard must ... inner Karate Kid may help defend your funds against losses. Dividing assets fairly ...

Five of New York City's pension funds have filed a class-action lawsuit seeking to pause Paramount's pending $8 billion ...

In addition ... and Index Mutual Funds: Profiting From an Investment Revolution (foreword by John C. Bogle). Simon is the recipient of the 2012 Tamar Frankel Fiduciary of the Year Award.

About 70% of the 401(k) plan—nearly $2 billion—was invested in one fund, when “much cheaper” versions of this investment were available, allege employees in the class-action lawsuit.

The Fiduciary Advisor Network proudly announces the addition of a distinguished new ... volunteering to raise funds for the Leukemia and Lymphoma Foundation, and raising awareness about the ...