Some end-of-summer observations on suboptimal fiduciary set-ups, the 'incidental' issue in the fiduciary wars, and reflections on Tibble v Edison.
UPDATE: Workers don't do better in unions
Proponents' dollars lag this year, with a focus on grass-roots action.
Says charging a level fee would vanquish conflicts for advisers.
Expect language that would brighten the line between education and advice, and expand the list of permissible assets for retirement plans, to name a few.
Paychex Identifies Top Regulatory Issues of Summer 2015
LPL CEO Casady says that as written, rule would bar sales of certain alternative investments in brokerage retirement accounts. (See also: Democratic senators split from White House on DOL fiduciary rule )
He's afraid that DOL and SEC could end up with two different standards, and that would confuse the public.
Etsy sets up private Irish subsidiary to reduce taxes, report says
UPDATE: Etsy sets up private Irish subsidiary to reduce taxes, report says