The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.
For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...
Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing ...
Discover what a certified check is, how it works, and when to use it. We'll explain the advantages and potential drawbacks of ...
Whether, and the extent to which, a plan fiduciary can consider nonpecuniary environmental, social and governance (“ESG”) objectives in selecting plan investments has been a hot-button issue ...
Grant’s Interest Rate Observer recently wrote that: “Destiny Tech100, Inc., a closed-end fund invested in private ... Thank you for your continued support of Fiduciary Management, Inc ...
held that “that Defendants breached their fiduciary duty by failing to loyally ... violated federal law by filling its 401(k) plan with funds from investment companies that pursue environmental ...
Plan fiduciaries of the Allstate 401(k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. The suit (Cutrone v. Allstate Corp., ...
Ask an Advisor: 'I'm Too Trusting and Gullible.' How do I Find a Financial Advisor Who Truly Acts as a Fiduciary? How can I reliably verify that a specific financial advisor is a true and full ...
Visakhapatnam: The tribal residents of Buruga, a remote village in Ananthagiri mandal, have expressed gratitude to district collector A ... authorities allocated funds for the new building ...