Tag Archives: fiduciary

The Trump administration is considering changes that could impact retirement investors

retirement

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. On February 3, 2017, President Donald Trump called into review the new Fiduciary Rule, a rule whose effect would expand the definition of those considered a fiduciary, a term carefully defined under the Employee Retirement Income Security Act of 1974. More commonly known as the ...

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Don’t let the headlines paralyze you: How a fiduciary advisor keeps you on your toes financially

man reading a bad news headline

Thought Leadership on Wealth Manager Strategies for the CEO presented by Kendall Capital Management. “Dow down 600 points after plunging 1,000” “Interest rate cut in China fails to calm markets” “Early rally on Wall Street falls apart late” No doubt, the financial news headlines on August 25 – 26, 2015 were unsettling to many investors. But for those who have a solid ...

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C-level executives need more than an investment advisor they can trust – they need a fiduciary

Lightbulb with trust buzz words

Thought Leadership on Wealth Manager Strategies for the CEO presented by Kendall Capital Management. When it comes to meeting the investment advisory needs of C-level executives, trustworthiness is a primary consideration. Trustworthiness in the context of investment advice is usually a function of three factors: Structure of the investment firm; Experience and credentials of the people running the firm, as well as ...

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