401(k) Specialist Issue 2 - 2017 - 10

401(k) FIDUCIARY FILE
Workers Want Fiduciary Advisors,
Don't Know What They Are
WHILE THE FATE OF the Department of Labor's fiduciary rule wreaks 401(k) industry havoc, workers
want it (or at least its intent)-badly.
A new survey from Financial Engines, the mega RIA robo provider founded by Nobel laureate Bill
Sharpe, finds a whopping 93 percent of Americans think financial advisors who provide retirement
advice should be legally required to put their clients' best interest first.
However, more than half of respondents (53 percent) mistakenly believe that all financial advisors
are already legally required to put the best interests of their clients first.
Compared to a similar survey last year, Americans have a slightly better understanding
of the difference between a financial advisor who is a " fiduciary " and one who is not (21
percent understand the difference today, compared to 18 percent a year ago).
However, many Americans still don't know how to tell if an advisor is a fiduciary.
Only 50 percent of investors who work with a financial advisor are certain that
their advisor is a fiduciary, while 38 percent don't know if their advisor is a fiduciary
or not.
Talk About
a Snow Job
BROKER-DEALER BIGWIG Raymond James Financial will
pay $150 million to investors in New England ski resort Jay
Peak in order to settle class action claims that it failed in
its fiduciary duty.
The case focused on a former Raymond James registered
rep accused of aiding in a Ponzi scheme relating to an alleged
fraudulent EB-5 investment program created in 2007.
EB-5 is a U.S. government visa program through which
foreign investors and their immediate families can obtain
permanent residency green cards by making a capital investment
in a U.S. business.
Raymond James notes that it did not act as placement
agent or in any other capacity for the program and none of
the investors in the program purchased their investments
through Raymond James.
The Raymond James financial advisor is no longer
employed by the firm.
10
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401(k) Specialist Issue 2 - 2017

Table of Contents for the Digital Edition of 401(k) Specialist Issue 2 - 2017

Table of Contents
401(k) Specialist Issue 2 - 2017 - Cover1
401(k) Specialist Issue 2 - 2017 - Table of Contents
401(k) Specialist Issue 2 - 2017 - 1
401(k) Specialist Issue 2 - 2017 - 2
401(k) Specialist Issue 2 - 2017 - 3
401(k) Specialist Issue 2 - 2017 - 4
401(k) Specialist Issue 2 - 2017 - 5
401(k) Specialist Issue 2 - 2017 - 6
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401(k) Specialist Issue 2 - 2017 - 8
401(k) Specialist Issue 2 - 2017 - 9
401(k) Specialist Issue 2 - 2017 - 10
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401(k) Specialist Issue 2 - 2017 - 43
401(k) Specialist Issue 2 - 2017 - 44
401(k) Specialist Issue 2 - 2017 - Cover3
401(k) Specialist Issue 2 - 2017 - Cover4
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