Tag

fees

The New Fiduciary Rule

By | The Friday Brief | No Comments

The Labor Department’s new fiduciary rule is an implicit endorsement of the business model we follow in serving our clients everyday – to act in their best individual and unique interests. While lofty in its proposal, the ultimate DOL rule will fall short of sweeping change for the financial services industry, due primarily to the efforts of the lobbying and political weight of Wall Street, banks, and insurers. The new rule for now, is focused solely on retirement services like 401ks and IRAs.

Read More

The Weekend Reader

By | Blogs | No Comments

Welcome to the Beacon Weekend Reader: Our weekly compilation of interesting articles and videos designed to keep you informed and engaged in the areas of economics, personal finance and life. We hope you enjoy this week’s edition. Please send us your thoughts on this week’s articles and suggestions for future posts.  Have a great weekend.

Read More