Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Cash Balance/ Defined Benefit Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ)

Steidle Pension Solutions, LLC logo

Relationship Manager

Retirement Plan Consultants
(Urbandale IA / Hybrid)

Retirement Plan Consultants logo

Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions logo

DC Retirement Plan Administrator

Michigan Pension & Actuarial Services, LLC
(Farmington MI / Hybrid)

Michigan Pension & Actuarial Services, LLC logo

Mergers & Acquisition Specialist

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Relationship Manager for Defined Benefit/Cash Balance Plans

Daybright Financial
(Remote)

Daybright Financial logo

Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

ESOP Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

Plan Consultant

BPAS
(Utica NY / PA / Hybrid)

BPAS logo

Plan Consultant

BPAS
(Remote / Utica NY / Hybrid)

BPAS logo

Retirement Plan Consultant

July Business Services
(Remote / Waco TX)

July Business Services logo

Regional Vice President, Sales

MAP Retirement USA LLC
(Remote)

MAP Retirement USA LLC logo

Managing Director - Operations, Benefits

Daybright Financial
(Remote / CT / MA / NJ / NY / PA / Hybrid)

Daybright Financial logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

The Key Factor in Adviser Liability Risk Management
The Prudent Investment Adviser Rules Link to more items from this source
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."  MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).