Retirement Plan Is Key to Confidence, Survey Finds20150616153421
AJ NorrisJune 16, 2015
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement account (IRA), reports the Employee Benefit Research Institute (EBRI). In its 2015 Retirement Confidence Survey, EBRI foun...
What is a Fiduciary?20120422015342
AJ NorrisApril 22, 2012
The fiduciary standard in question requires that a Registered Investment Advisor conduct business in a prescribed manner and to prescribed standards. It is a form of business practice that requires complete transparency and disclosure. It also requires that the advisor avoid conf...