Posts Tagged DOL Fiduciary Rule
Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]
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The International Foundation for Retirement Education (InFRE) created the Certified Retirement Counselor® (CRC®) certification in 1997 to raise the retirement readiness of the American worker by advancing recognition among financial professionals of the importance of earning a retirement-specific certification. To meet the requirements of today’s fiduciary environment, we believe it is critical to have an […]
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By Blaine Aikin, AIFA®, CFA, CFP®, Fi36 There is a famous quote from Supreme Court Justice Benjamin Cardozo where he talks about the difference between fiduciary standards versus rules of the marketplace. He begins with “a trustee” – and whenever he talks about trustee, that is the classic way of thinking about a fiduciary. It […]
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