As the new Fiduciary Rule has been open for public comment, many across the financial services industry have weighed in on the pros and cons of the proposed legislation. Francis provides the Firm opinion on how the new Rule can actually change the industry for the better; placing the best interests of investors ahead of the interests of industry players.
Category: From Mike Francis
A System to Protect Workers’ Retirement Assets Already Exists
As the new Fiduciary Rule has been open for public comment, many across the financial services industry have weighed in on the pros and cons of the proposed legislation. Francis provides the Firm opinion on how the new Rule can actually change the industry for the better; placing the best interests of investors ahead of the interests of industry players.
Planning to retire soon? Here’s advice on how to plan for investment income.
Studies estimate retirees pay tens of billions in excess investment management fees due to conflicted investment advice. Read about the top four things you should investigate to protect your savings.
Retirees must watch out for surprise fees, other expenses tied to their 401(k) accounts
Top 4 things you should investigate to protect your savings from unwanted fees and expenses.
How the new retirement plan rules can affect your financial future
SECURE 2.0 Act’s impact on saving for retirement. Start planning for your financial future now.
After a distraction-filled year, it’s time for a reset
While it’s always interesting to consider the near-term direction of the stock market, the start of a new year is best used to focus on things you can do right now to strengthen your retirement plan.
Brookfield expert says investors must keep an eye on their portfolios as Russia’s war in Ukraine drags on
The impact of this conflict on global capital markets has been swift and profound.
Investors must be cautious and smart shoppers when considering ‘ESG’ investments
The debate over how best to allocate investable capital, for profit or for good, has been with us for a long time.
Bitcoin, other forms of cryptocurrency are here for the long haul
It seems like everybody’s talking about Bitcoin these days. Before investing in cryptocurrency, here are some things you should consider.
Higher taxes and inflation are expected. Here’s what investors should do.
While inflation-sensitive investments should always be a part of your portfolio, now is an ideal time to investigate whether you have enough exposure to them.