Tag: Fiduciary

Josh Itzoe Launches FiduciaryRx Platform

The former Greenspring Advisors professional describes FiduciaryRx as a modern tech platform that empowers advisers to improve the ‘fiduciary wellness’ of their plan sponsor clients.

A Q&A With New CFP Board Chair Kamila Elliott

One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to make high school students more aware of the financial services profession.

The Fiduciary Insurance Market Crunch Matters for Everyone

In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan services industry and its clients: a significant tightening in the fiduciary insurance marketplace.

Legislative and Judicial Actions

The SEC returns to cybersecurity enforcement pledge; Form 5500 revisions; revenue-sharing disclosure failures result in SEC action; and more.