Sentences with phrase «involving fiduciary standards»
Mr. Armstrong has served a number of times as an Expert Witness in arbitrations, mediations and Federal lawsuits involving fiduciary standards, suitability, asset allocation, risk control, portfolio construction, sustainable withdrawal rates, and market returns.
https://investorsolutions.com/ Not exact matches
Hats off to the Institute for the Fiduciary Standard and to the many members of the profession who have responded, and continue to respond, to the Institute's call to «Get Involved.»
The rule in general raises the fiduciary standard for virtually anyone involved with investment advice surrounding a retirement plan under the Employee Retirement Income Security Act (ERISA), and it places a great degree of scrutiny on fees and revenue sharing.