Issue 5

Education Vs. Advice

This edition of Confero has as its featured discussion the topic, “EDUCATION vs. ADVICE”.

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Issue Articles

An Interview with Mary Ellen Whiteman
An Interview with Mary Ellen Whiteman - Head of Individual Investor Experience at T. Rowe Price. In this issue, Mary Ellen Whiteman of T.Rowe Price talks...
Fiduciary Compliance Checklists
Checklists Are A Life Saver… Literally Simple checklists to demonstrate adherence to proper procedure is a well-known advantage to a variety of professional...
Participant Education Vs. Advice
I have always believed that most do not want to be educated on retirement planning. Most just want the answer to two questions: ‘Am I saving enough?’ and...
Pension Funding Relief from MAP 21
Required Contributions to Defined Benefit Plans On July 6, 2012, the Moving Ahead for Progress in the 21st Century Act (MAP-21) was signed into law....
Res Ipsa Loquitor - Safe Harbors
“The purpose of government is to enable the people of a nation to live in safety and happiness. Government exists for the interests of the governed, not...
Small Cues Change Savings Choices
In the financial industry, we hear dire warnings often. Pensions are significantly less common for new employees and existing pensions are already under...
Telling Good Consultants From Bad
As a rule, improvements in technology democratizes access to goods and services. That’s a mouthful, so let me give you an example. When I was growing up,...
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