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FiduciaryPath

@FiduciaryPath

Nonprofit Board, Trustee, Leadership Fiduciary Essentials™ Training; Fiduciary Gap Analyses, Certification: F&E, Tribal Nations, Governments, Retirement Plans

 USA
fiduciarypath.com/
Joined June 2012
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What does reputation mean to you and your nonprofit organization? Register now for 15 Ways to Enhance Donor Trust by Improving Your Investment Stewardship! bit.ly/3M4kvqD April 21 at 2 p.m. Central
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FiduciaryPath retweeted
James Watkins (@InvestSense) profile picture
James Watkins@InvestSense5 Dec 2021
Why is #Northwestern403b important? In 401(k) cases, the question of who has the burden of proof re causation, i.e., imprudence, is crucial. When a breach of fiduciary duties is alleged, subjective good faith is irrelevant. A pure heart and and empty head are no defense. #401k
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My heart breaks for the communities devastated by these catastrophic tornadoes. I join millions of individuals across the nation in praying for your swift recovery and for the continued safety of your loved ones. We are with you.
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Jason Furman (@jasonfurman) profile picture
Jason Furman
@jasonfurman10 Dec 2021
Replying to @Fdr1942
I often show numbers for DPI including transfer payments. That's a different question. Also not obvious the time horizon that households use in assessing the economy. If you do the last six months, for example, you don't have a huge amount of transfer payments.
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John Waggoner (@JohnWaggoner) profile picture
John Waggoner@JohnWaggoner8 Apr 2021
The spending is supposed to take place over eight years, which means that it would be equal to just over 0.8 percent of projected GDP over this period. cepr.net/quick-how-much-is-2…
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Center for Board Certified Fiduciaries seeks to elevate #fiduciary best practices, establish graduate-level degree. bit.ly/3em3ACj Coursework includes 'neuro-leadership' and 'neuro-fiduciary.' @DonTrone @FiduciaryPath @investmentnews
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Ktisis Capital is growing its team, we're looking for an Exec Asst/Junior Assoc (newly created position - Grand Rapids, MI - 45-55k+benefits). ktisiscapital.com/executivea…
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The DOL's Proposed (Anti-)Fiduciary Proposed Rule Would Gut the Protections Congress Afforded to ERISA-Covered Retirement Plan Participants scholarfp.blogspot.com/2020/…
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Workers & retirees will lose billions in retirement savings with the DOL’s retirement investment advice rule. CFA urges DOL to withdraw its regulatory package on the grounds it exposes retirement savers to conflicted advice without adequate safeguards. consumerfedusa.org/2ESb7sR
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Have your financial intermediary sign the Fiduciary Oath. Print it. Have it signed. Save it. thefiduciarystandard.org/wp-…
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Giving your "old but good" suits, ties, shirts, dresses to WKU can help transform the life of a student. These students work hard ... and often don't have enough funds to purchase a nice suit for interviews. Go through your closet today!
WKU Gordon Ford (@WKUGordonFord) profile pictureWKU Gordon Ford@WKUGordonFord26 Oct 2019
Gordon Ford College of Business giving students the opportunity to dress for success wbko.com/content/news/Gordon…
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Ron Rhoades' 18 Predictions for the Future of RIAs at.law.com/LAYGk6?cmp=share_… via @ThinkAdvisor
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Great get by @renaemerle @washpostbiz on payday lender fundraiser$ bragging about access to administration to seek rollback of @CFPB rule to #ProtectConsumers from triple digit APR debt traps. @RealBankReform @AlliedProgress featured. washingtonpost.com/business/…
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Karin Kosina (@kyrah) profile picture
Karin Kosina@kyrah14 Oct 2019
“and wife” HER NAME IS ESTHER DUFLO AND SHE JUST WON THE NOBEL PRIZE And then people ask me why I am a feminist.
Rohini Mohan (@rohini_mohan) profile pictureRohini Mohan@rohini_mohan14 Oct 2019
Oh COME ON @EconomicTimes!
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Attn Nonprofit Leaders - More details to follow! Please join us on Thurs June 27 at 11am PST
Image from Allan Henriques (@a_henriquesFC)
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Understand your role as a Nonprofit Investment Fiduciary. We are hosting a live webinar and Q&A! Join us on June 26th at 11am Pacific. Click this link to register: events.r20.constantcontact.c… #webinar #nonprofit #nonprofits #fiduciary #california
Image from Allan Henriques (@a_henriquesFC)
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Waters to SEC: Put the Interests of Savers and Retirees First - financialservices.house.gov/…
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A misleading, harmful to investors Reg BI from SEC. Reg BI is in the Best Interest of Wall St brokers & non-fiduciaries. NOT in investors' best interest. Meant to make investors THINK that a non-fiduciary is acting in the investor's interest. Brokers don't. Find a FIDUCIARY.
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What can investors do to get advice that's actually in their best interest? Find a CEFEX Certified Investment Advisor, whose Investment Fiduciary Best Practices are reviewed annually. Here: cefex.org/CertifiedAdvisors/ 2/
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What can investors do to get advice that's actually in their best interest? 3 more FIDUCIARY resources: garrettplanningnetwork.com/ xyplanningnetwork.com/ xyplanningnetwork.com/ 3/
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