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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Stones River Consulting
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Regional Sales Director-Heartland July Business Services
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EPIC RPS
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Director, Strategic Accounts and Channel Development July Business Services
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Costs, Correlations and Prudent Fiduciary Investing
The Prudent Investment Fiduciary Rules
[Opinion] Sept. 2, 2021 "Financial advisers and actively managed mutual funds do not like to talk about the costs associates with their funds. Research has consistently shown that the overwhelming majority of actively managed are not cost efficient.... Financial advisers and actively managed funds also do not like to discuss the relationship between a fund's implicit expense ratio and its correlation of returns with comparable index funds." |
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