A fiduciary is legally obligated to act in the best interest of the person or entity they are representing. In other words, they have a fiduciary duty or obligation to their client. In the world of financial advisors, only independent Registered Investment Advisors have fiduciary responsibility.
Lorry Stensrud, a seasoned executive turned entrepreneur, is on the leading-edge of retirement income product development with his new Venture Achaean Financial.
Achaean’s Income Plus+ product provides a relatively high level of guaranteed starting income while maintaining both...
Submitted by Anonymous on
Is anyone up-to-speed on the new DOL regulations that might apply to advisors who work with retirement plan sponsors?
Thanks.
Submitted by tom on
There is a good article in CFO Magazine that discusses in-plan annuities--in other words, annuities within defined contribution
