AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Disclosure 'Terrible,' Would 'Confuse' Investors
Skip Schweiss, via Fiduciary News [Opinion] Dec. 16, 2014
"The insurance advice industry is fundamentally opposed to anything that looks like a fiduciary standard.... They seem to be looking for some kind of disclosure-based avenue to being considered fiduciaries.... Investors want to feel they are being taken care of and getting good financial advice, but it's beyond their bandwidth to care about these distinctions between 'suitable' advice vs. 'fiduciary' advice and how those distinctions can lead to impairment of optimal financial advice and outcomes."
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