Browsing: fiduciary

Posts Tagged ‘ fiduciary ’

Fiduciary Duty: Do Investors Know What It Means?

Feb 23rd, 2016 | Filed under: Retail Investing, Newly Added, Regulatory Environment, High-net-worth investors, The A.I. Industry, Institutional Asset Management, Family Offices, Other Topics in A.I.

According to a new Spectrem Group whitepaper, most investors questioned believed (usually erroneously) that their advisors have a fiduciary responsibility in caring for their money.Read More

Considering a Duty to Hedge

Jan 30th, 2012 | Filed under: Institutional Investing

The Hartford (CT) CFA Society recently hosted a workshop on “Pension Risk Management and Governance.” The discussion proved to be mostly, though not exclusively, about ERISA and about how plan sponsors may arm themselves against the sorts of litigation it may inspire. Moderator Martin Rosenburgh, who is both an attorneyRead More