DOL's proposal puts the screws to legacy 401(k) providers
As SPARK, SIFMA, others cry foul at yesterday's hearing, RIAs may be sitting pretty with the right fiduciary framework in place
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February 17, 2023 at 2:49 AM
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Fidelity Institutional looks like a big TAMP after Mike Durbin removes last internal walls between products and advisors after 'meteoric' 2019 leap; two Fido RIA sales legends depart amid the shift
Rich Policastro and Tom Valverde are out after Fidelity Custody & Clearing assets leap to $2.6 trillion AUA, restructuring gets the credit -- and so restructuring gets extended.
March 13, 2020 at 10:36 PM
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
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November 20, 2019 at 10:19 PM
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Financial Engines
401k Plan Consultant
Jan Sackley, CFE
Thank you, Elizabeth, for recapping Day One for those of us who could not attend in person. The comments you have selected to share are reflective of the mixed responses to the proposal. I wonder if some of the commenters would be espousing a different reaction if they put aside the motivations of the constituencies they represent and simply supported choices for plan participants that are fairly easily understood and transparent.
Jan Sackley
Fiduciary Foresight, LLC
Twitter@FidFore
