Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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The Key Factor in Adviser Liability Risk Management
The Prudent Investment Adviser Rules Mar. 6, 2014 "Investment advisers and other financial advisers who create asset allocation recommendations based solely upon the belief that a client's time horizon is the most important investment factor should go ahead and call their E&O carriers and put them on notice. The argument commonly advanced in favor of time horizon being the most important factor in asset allocation claim [is] that time reduces risk. Various studies have shown that that simply is not true.... Attempting to designate one factor as the most important factor in evaluating a client simply makes no sense." |
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