The fiduciary conundrum of charging lower fees for bond allocations
Breakfast with Benjamin Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?
- Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty as a financial adviser? The answer is, yep. As bond returns grind lower, the focus on cost has grown.
- Turns out, the Federal Reserve is just spit-balling when it comes to forecasting the economy. So, trying to forecast the Fed’s next move is sort of a waste of time. Is the Fed even paying attention to the appropriate indicators?
- Happy birthday, Dodd-Frank. Six years and counting. Are the financial markets any cleaner, and are consumers better off? The good, the bad, and the ugly.
- To really add value, try helping your elderly clients find a quality assisted living facility. The retirement scan.
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