• Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained

    What is the difference between a fiduciary vs broker? The difference may not be as drastic as you think. A fiduciary is just a fancy title for someone who will have you paying fees forever, no matter how well or how awful they do. In this video, we dive into the fiduciary rule explained and exactly what makes the fiduciary relationship different than a broker. The fiduciary responsibility should be there whether you are using a fiduciary or a broker, but many times it will be up to you to find the right individual. Let's look at the fiduciary duty. Are they going to have more information than a money manager or a broker? Do they have access to more information? No. Let's look at a broker vs fiduciary in a little more depth. -------------------------------------------------------------...

    published: 22 Sep 2016
  • I'm A Plan Fiduciary... What Does That Mean?

    Being a Plan Sponsor and fiduciary is hard work. In addition to fulfilling your day-to-day responsibilities, your employees depend on you to manage their retirement plan. Retirement Plan Advisors (RPA) understands that you’re being asked to do more with less, and we’re here to help. That’s why we’ve rolled out the dough, piled on the toppings, and delivered you this video to help you understand your role as a Plan Sponsor and fiduciary. Enjoy the short video, and reach out to discuss how RPA can help you meet your fiduciary obligations. As an independent federally Registered Investment Advisor, RPA can and does stand with you as a plan fiduciary. Our services include: - Plan review and assessment - Plan pricing analysis - RFP/RFI services - Plan design and implementation - Investment...

    published: 19 Oct 2016
  • Retirement Plans: Last Week Tonight with John Oliver (HBO)

    Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight

    published: 13 Jun 2016
  • Fiduciary

    For more information, please visit our website: www.HeritagePlanners.com Email: Prosper@HeritagePlanners.com

    published: 20 Jul 2017
  • Fiduciary Standard vs. Suitability Standard

    It's important to know the difference between the fiduciary standard and the suitability standard. Make sure your broker is acting according to the fiduciary standard and if they aren't it may be time to find one who puts your best interests first. Get your FREE, no obligation financial consultation at http://bespokenwealth.com/ or email me at: Laurel@BespokenWealth.com Twitter: https://twitter.com/BespokeWM Any Business or Media Inquiries: Laurel@BespokenWealth.com

    published: 29 May 2015
  • Paresh Financial Services - Fiduciary

    Email us: Paresh_Shah@fhfg.com Pareshah Financial Services describes the responsibilities as plan sponsers All video & Editing by: KOZ PRODUCTIONS

    published: 21 Sep 2015
  • Agent for Fiduciary

    Agent for Fiduciary is when an individual who is either serving as a trustee of a trust or as an executor or personal representative of an estate engages a third party such as U.S. Trust to assist them with the asset management and administration of that trust or estate responsibility. Learn more: www.ustrust.com

    published: 27 Feb 2015
  • California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial

    for more information on renewals, please visit: http://www.fiduciary.ca.gov/

    published: 22 May 2017
  • Fiduciary Accountings 101

    A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.

    published: 16 Mar 2012
  • James N. Wood - Private Fiduciary

    James N. Wood Private Fiduciary California Professional Fiduciary Bureau License #126 2491 San Ramon Valley Blvd. Ste. 1-303 San Ramon, California 94583 Phone: (877) 878-3908 email: jwoodfiduciary@gmail.com

    published: 01 Apr 2009
  • How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

    An Executor of an Estate and a Trustee of a Trust can be paid for their time and services under New Jersey law, with conditions. In this interesting and informative video, Fredrick P. Niemann of Hanlon Niemann, a New Jersey Probate, Trust and Estate Administration law firm discusses the laws which authorize the payment of commissions on principal and income to fiduciaries. If you are serving as an Executor, Trustee or personal representative and would like to learn more about the laws governing the payment of commissions and compensation, do not miss this video. Beneficiaries concerned about an executor, trustee or fiduciary being overpaid will learn a lot from this video as well. When you're finished, please visit us at www.hnlawfirm.com and contact Fred toll-free at (855) 376-5291 o...

    published: 28 Aug 2013
  • fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

    fiduciary relationship of trust and confidence The word fiduciary means trust or confidence and is used in conjunction with relationships. A fiduciary relationship is a relationship of trust and confidence. We deal with people every day from whom we expect and receive a fiduciary relationship. Our spouse, significant other, business partners, teammates, lawyers, accountants, school teachers, etc. We are hurt when these relationships fall short of such an expectation. The word can be used as a noun, as in our real estate agent is a fiduciary. Or a person we have every right to expect a fiduciary relationship from. We expect agents to do what is in our best interest -- it’s their job -- it’s what agency is, a fiduciary relationship or a relationship of trust and confidence. Multiple Choic...

    published: 24 Apr 2013
  • New DOL Fiduciary Regulations - How It Will Impact Employers

    Jason Rothman, J.D. discusses new Fiduciary Compliance rules from the US Department of Labor effective April 10 2017, and the impact they will have on employers.

    published: 11 Jul 2016
  • What is a professional fiduciary?

    Michael Gaddis, J.D. is Southern California’s top mortgage broker. Michael Gaddis J.D. is the CEO and broker of Michael Gaddis, J.D. Realty Group (MGRG). MGRG dedicates its services to helping it’s customers find their dream houses for the price they want and selling their homes for top dollar. MGRG has also helped people rescue their homes from foreclosure and many other stressful events. Let our experts help! Call us now! Michael Gaddis, J.D. is also the host of “The Michael Gaddis Show” which airs on Mondays at 7pm on KCBQ AM 1170 The Answer; where he discusses everything and anything Real Estate. Do you want to Buy or Sell your Home? Are you in Danger of Losing your Home? MGRG specializes in these and many more services! Contact us to schedule a meeting! For more information...

    published: 22 Apr 2016
  • Trump Should Demand Fiduciary Duty In Retirement Counseling! Dick Morris TV: Lunch ALERT!

    Dick explains

    published: 06 Feb 2017
  • August 2016 Early Warning Email

    Welcome to the video edition of PMC’s Early Warning Email for August 2016. The Department of Labor released its Conflict of Interest Final Rule in April of this year. The rule will begin to be implemented in 2017. Previously, most IRA investment advisors were not considered fiduciaries and, therefore, were not required to act in the IRA holder’s best interest. The final rule expands the definition of a fiduciary to now include many more IRA investment advisors. If a fiduciary receives compensation for investment advice, it would potentially be considered a prohibited transaction. However, the DOL final rule offers a prohibited transaction exemption called the Best Interest Contract Exemption (BICE). IRA advisors who are fiduciaries under the new rule will have to create enforceable ...

    published: 21 Jul 2016
  • Kyle Bass comments on taking delivery of $1B in physical gold bullion

    "As a fiduciary, to the extent that you own gold and are going to own it a long time, it is not a trade....in the COMEX warehouse they had $80 Billion of open interest, and $2.7 Billion of deliverables....thats an easy one, you go get it." Kyle: "What if 4% of the people want delivery?" COMEX Delivery Manager: "Oh Kyle that never happens. We rarely ever get a 1% delivery. Kyle: "Well, what if it does happen?" COMEX Delivery Manager: "Oh, well price will solve everything." Kyle: "I said thanks, give me the gold." J. Kyle Bass is the founder and principal of Hayman Capital Management, L.P., a Dallas-based hedge fund with an estimated $2.22 Billion in assets under management. http://www.physicalgoldfund.com/ You can follow Alex Stanczyk on Twitter @alexstanczyk You can follow Jim Rickar...

    published: 22 May 2015
  • How Fiduciary Rule Will Impact Advisors' Businesses

    www.IRAhelp.com - Ed Slott and Company Chief Retirement Strategist Jeffrey Levine discusses the Fiduciary Rule's impact on a financial professional's business, depending on the type of financial advisor they are.

    published: 06 Jun 2016
  • Fiduciary Agent

    published: 14 Oct 2016
  • Fiduciary Duty

    View more details at http://certifiedpersonalfinance.com/?user_id=5887

    published: 06 Nov 2015
  • The Importance of a professional fiduciary

    Michael Gaddis, J.D. is Southern California’s top mortgage broker. Michael Gaddis J.D. is the CEO and broker of Michael Gaddis, J.D. Realty Group (MGRG). MGRG dedicates its services to helping it’s customers find their dream houses for the price they want and selling their homes for top dollar. MGRG has also helped people rescue their homes from foreclosure and many other stressful events. Let our experts help! Call us now! Michael Gaddis, J.D. is also the host of “The Michael Gaddis Show” which airs on Mondays at 7pm on KCBQ AM 1170 The Answer; where he discusses everything and anything Real Estate. Do you want to Buy or Sell your Home? Are you in Danger of Losing your Home? MGRG specializes in these and many more services! Contact us to schedule a meeting! For more information...

    published: 22 Apr 2016
  • The DOL Fiduciary Rule And Rollover Advice

    A panel of experts discusses the U.S. Department of Labor’s Conflict of Interest rule and the new level of scrutiny retirement and rollover advice will face under the new rule.

    published: 02 Jun 2016
  • Seismic’s Solution to the DOL Fiduciary Rule

    Validate. Document. Train. 3 ways Seismic can help you be prepared for the Department of Labor's new fiduciary rule regarding financial advisers serving retirement investors. Visit seismic.com to learn more.

    published: 31 Jan 2017
  • Better Off BONUS Fiduciary Rule Q/A

    On April 10th, the Department of Labor's Fiduciary Rule was scheduled to go into effect. It didn't happen. Instead, there's now at least a 60 day delay. What does this mean and what should consumers expect going forward? Will this rule ever be implemented? To discuss these questions and more, I held a brief round-table discussion with Jon Stein, the CEO of Betterment, Maureen Thompson, Vice President of Public Policy at the CFP Board and Micah Hauptman, Financial Services Counsel at the Consumer Federation of America. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http...

    published: 28 Apr 2017
Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained

Fiduciary Vs Broker - Paying Fees Forever - Fiduciary Rule Explained

  • Order:
  • Duration: 13:12
  • Updated: 22 Sep 2016
  • views: 761
videos
What is the difference between a fiduciary vs broker? The difference may not be as drastic as you think. A fiduciary is just a fancy title for someone who will have you paying fees forever, no matter how well or how awful they do. In this video, we dive into the fiduciary rule explained and exactly what makes the fiduciary relationship different than a broker. The fiduciary responsibility should be there whether you are using a fiduciary or a broker, but many times it will be up to you to find the right individual. Let's look at the fiduciary duty. Are they going to have more information than a money manager or a broker? Do they have access to more information? No. Let's look at a broker vs fiduciary in a little more depth. -------------------------------------------------------------- Please Subscribe! https://www.youtube.com/channel/UCNtQmqZlNUwzPuWmHPI_oSg?sub_confirmation=1 Visit me on the web- http://WiseMoneyTools.com/ Follow me! FB - https://www.facebook.com/wisemoneytools Twitter - https://twitter.com/wisemoneytools Google+ - https://plus.google.com/114367619155241197052 I have been involved in financial planning for over 30 years. I started out as a high volume stock broker. After working with millions of dollars I decided there had to be another way for people to earn money in the market without all the risky ups and downs that leave you where you started, or worse. After reading a ton of books I came across a book on the Infinite Banking Concept and it completely changed my life and the way I view investments. Now I focus on building wealth in safe and predictable ways, like Infinite Banking, Cash Value Life Insurance, and Indexed Annuities to name a few. I post videos regularly so if you have any questions of comments feel free to email them to... dan at wisemoneytools dot com
https://wn.com/Fiduciary_Vs_Broker_Paying_Fees_Forever_Fiduciary_Rule_Explained
I'm A Plan Fiduciary... What Does That Mean?

I'm A Plan Fiduciary... What Does That Mean?

  • Order:
  • Duration: 2:45
  • Updated: 19 Oct 2016
  • views: 108
videos
Being a Plan Sponsor and fiduciary is hard work. In addition to fulfilling your day-to-day responsibilities, your employees depend on you to manage their retirement plan. Retirement Plan Advisors (RPA) understands that you’re being asked to do more with less, and we’re here to help. That’s why we’ve rolled out the dough, piled on the toppings, and delivered you this video to help you understand your role as a Plan Sponsor and fiduciary. Enjoy the short video, and reach out to discuss how RPA can help you meet your fiduciary obligations. As an independent federally Registered Investment Advisor, RPA can and does stand with you as a plan fiduciary. Our services include: - Plan review and assessment - Plan pricing analysis - RFP/RFI services - Plan design and implementation - Investment Policy Statement (IPS) - Investment menu due diligence: 3(21) and 3(38) advisors - Participant enrollment, education and advisory services Call or email us today! Phone: 877.284.6837 Email: servicecenter@retirementplanadvisors.com
https://wn.com/I'm_A_Plan_Fiduciary..._What_Does_That_Mean
Retirement Plans: Last Week Tonight with John Oliver (HBO)

Retirement Plans: Last Week Tonight with John Oliver (HBO)

  • Order:
  • Duration: 21:30
  • Updated: 13 Jun 2016
  • views: 6723571
videos
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
https://wn.com/Retirement_Plans_Last_Week_Tonight_With_John_Oliver_(Hbo)
Fiduciary

Fiduciary

  • Order:
  • Duration: 1:54
  • Updated: 20 Jul 2017
  • views: 18
videos
For more information, please visit our website: www.HeritagePlanners.com Email: Prosper@HeritagePlanners.com
https://wn.com/Fiduciary
Fiduciary Standard vs. Suitability Standard

Fiduciary Standard vs. Suitability Standard

  • Order:
  • Duration: 2:49
  • Updated: 29 May 2015
  • views: 770
videos
It's important to know the difference between the fiduciary standard and the suitability standard. Make sure your broker is acting according to the fiduciary standard and if they aren't it may be time to find one who puts your best interests first. Get your FREE, no obligation financial consultation at http://bespokenwealth.com/ or email me at: Laurel@BespokenWealth.com Twitter: https://twitter.com/BespokeWM Any Business or Media Inquiries: Laurel@BespokenWealth.com
https://wn.com/Fiduciary_Standard_Vs._Suitability_Standard
Paresh Financial Services - Fiduciary

Paresh Financial Services - Fiduciary

  • Order:
  • Duration: 2:36
  • Updated: 21 Sep 2015
  • views: 13
videos
Email us: Paresh_Shah@fhfg.com Pareshah Financial Services describes the responsibilities as plan sponsers All video & Editing by: KOZ PRODUCTIONS
https://wn.com/Paresh_Financial_Services_Fiduciary
Agent for Fiduciary

Agent for Fiduciary

  • Order:
  • Duration: 3:46
  • Updated: 27 Feb 2015
  • views: 528
videos
Agent for Fiduciary is when an individual who is either serving as a trustee of a trust or as an executor or personal representative of an estate engages a third party such as U.S. Trust to assist them with the asset management and administration of that trust or estate responsibility. Learn more: www.ustrust.com
https://wn.com/Agent_For_Fiduciary
California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial

California Professional Fiduciaries Bureau - Completing the Fiduciary Licensing Application Tutorial

  • Order:
  • Duration: 6:08
  • Updated: 22 May 2017
  • views: 261
videos
for more information on renewals, please visit: http://www.fiduciary.ca.gov/
https://wn.com/California_Professional_Fiduciaries_Bureau_Completing_The_Fiduciary_Licensing_Application_Tutorial
Fiduciary Accountings 101

Fiduciary Accountings 101

  • Order:
  • Duration: 18:23
  • Updated: 16 Mar 2012
  • views: 2030
videos
A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.
https://wn.com/Fiduciary_Accountings_101
James N. Wood - Private Fiduciary

James N. Wood - Private Fiduciary

  • Order:
  • Duration: 0:45
  • Updated: 01 Apr 2009
  • views: 298
videos
James N. Wood Private Fiduciary California Professional Fiduciary Bureau License #126 2491 San Ramon Valley Blvd. Ste. 1-303 San Ramon, California 94583 Phone: (877) 878-3908 email: jwoodfiduciary@gmail.com
https://wn.com/James_N._Wood_Private_Fiduciary
How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

How Much Can a Trustee, Executor, and Power of Attorney Be Paid?

  • Order:
  • Duration: 3:57
  • Updated: 28 Aug 2013
  • views: 5832
videos
An Executor of an Estate and a Trustee of a Trust can be paid for their time and services under New Jersey law, with conditions. In this interesting and informative video, Fredrick P. Niemann of Hanlon Niemann, a New Jersey Probate, Trust and Estate Administration law firm discusses the laws which authorize the payment of commissions on principal and income to fiduciaries. If you are serving as an Executor, Trustee or personal representative and would like to learn more about the laws governing the payment of commissions and compensation, do not miss this video. Beneficiaries concerned about an executor, trustee or fiduciary being overpaid will learn a lot from this video as well. When you're finished, please visit us at www.hnlawfirm.com and contact Fred toll-free at (855) 376-5291 or email him at fniemann@hnlawfirm.com. Hanlon Niemann is a New Jersey Probate and Estate Administration law firm located in Freehold Township, Monmouth County, NJ.
https://wn.com/How_Much_Can_A_Trustee,_Executor,_And_Power_Of_Attorney_Be_Paid
fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

fiduciary CA Real Estate License Exam Top Pass Words VocabUBee.com

  • Order:
  • Duration: 1:37
  • Updated: 24 Apr 2013
  • views: 257
videos
fiduciary relationship of trust and confidence The word fiduciary means trust or confidence and is used in conjunction with relationships. A fiduciary relationship is a relationship of trust and confidence. We deal with people every day from whom we expect and receive a fiduciary relationship. Our spouse, significant other, business partners, teammates, lawyers, accountants, school teachers, etc. We are hurt when these relationships fall short of such an expectation. The word can be used as a noun, as in our real estate agent is a fiduciary. Or a person we have every right to expect a fiduciary relationship from. We expect agents to do what is in our best interest -- it’s their job -- it’s what agency is, a fiduciary relationship or a relationship of trust and confidence. Multiple Choice Question fiduciary A relationship built on lies and deception B relationship of trust and confidence C person defrauded in a real estate investment scheme D open and notorious adverse possession of property Correct Answer: b If you would like to suggest corrections to this word, email us at vocabubee@gmail.com. Thank you. This word appears in the book Vocab-U-Bee California CA Real Estate License Exam Top Pass Words Find links to all our playlists at VocabUBee.com Vocab-U-Bee Values: Consistency First, One Small Step Each Day and the 42 Bee March Thank You! and Good Luck!
https://wn.com/Fiduciary_Ca_Real_Estate_License_Exam_Top_Pass_Words_Vocabubee.Com
New DOL Fiduciary Regulations - How It Will Impact Employers

New DOL Fiduciary Regulations - How It Will Impact Employers

  • Order:
  • Duration: 1:09
  • Updated: 11 Jul 2016
  • views: 45
videos
Jason Rothman, J.D. discusses new Fiduciary Compliance rules from the US Department of Labor effective April 10 2017, and the impact they will have on employers.
https://wn.com/New_Dol_Fiduciary_Regulations_How_It_Will_Impact_Employers
What is a professional fiduciary?

What is a professional fiduciary?

  • Order:
  • Duration: 9:23
  • Updated: 22 Apr 2016
  • views: 19
videos
Michael Gaddis, J.D. is Southern California’s top mortgage broker. Michael Gaddis J.D. is the CEO and broker of Michael Gaddis, J.D. Realty Group (MGRG). MGRG dedicates its services to helping it’s customers find their dream houses for the price they want and selling their homes for top dollar. MGRG has also helped people rescue their homes from foreclosure and many other stressful events. Let our experts help! Call us now! Michael Gaddis, J.D. is also the host of “The Michael Gaddis Show” which airs on Mondays at 7pm on KCBQ AM 1170 The Answer; where he discusses everything and anything Real Estate. Do you want to Buy or Sell your Home? Are you in Danger of Losing your Home? MGRG specializes in these and many more services! Contact us to schedule a meeting! For more information on Michael Gaddis, J.D. or MGRG please visit: www.MichaelGaddis.com or contact Michael Gaddis, J.D. directly Office: 760-692-5950 Email: Michael@MichaelGaddis.com MGRG’s headquarters are located at: 6104 Innovation Way, Carlsbad, CA 92009. Michael Gaddis, J.D. Realty Group is licensed by the Cal Bureau of Real Estate. CA BRE#01465493 Michael Gaddis, J.D. is licensed by the California Bureau of Real Estate CA BRE #01433800 NMLS#280011.
https://wn.com/What_Is_A_Professional_Fiduciary
Trump Should Demand Fiduciary Duty In Retirement Counseling! Dick Morris TV: Lunch ALERT!

Trump Should Demand Fiduciary Duty In Retirement Counseling! Dick Morris TV: Lunch ALERT!

  • Order:
  • Duration: 2:19
  • Updated: 06 Feb 2017
  • views: 2529
videos
Dick explains
https://wn.com/Trump_Should_Demand_Fiduciary_Duty_In_Retirement_Counseling_Dick_Morris_Tv_Lunch_Alert
August 2016 Early Warning Email

August 2016 Early Warning Email

  • Order:
  • Duration: 4:47
  • Updated: 21 Jul 2016
  • views: 81
videos
Welcome to the video edition of PMC’s Early Warning Email for August 2016. The Department of Labor released its Conflict of Interest Final Rule in April of this year. The rule will begin to be implemented in 2017. Previously, most IRA investment advisors were not considered fiduciaries and, therefore, were not required to act in the IRA holder’s best interest. The final rule expands the definition of a fiduciary to now include many more IRA investment advisors. If a fiduciary receives compensation for investment advice, it would potentially be considered a prohibited transaction. However, the DOL final rule offers a prohibited transaction exemption called the Best Interest Contract Exemption (BICE). IRA advisors who are fiduciaries under the new rule will have to create enforceable contracts stating that the advice they give is in the clients’ best interest and ensures that they have a remedy for advice that does not honor the clients’ best interest. An individual received an unfavorable ruling from the IRS after requesting a Private Letter Ruling. A married IRA owner, who resided in a community property state, named his child as the sole beneficiary of his three IRAs, without his spouse’s consent. After the owner passed away, the state court approved a settlement ordering a portion of the child’s inherited IRA to be transferred to the spouse to fulfill her one-half interest in the estate’s community property. The IRA owner’s wife sought favorable tax treatment by requesting a private letter ruling, but the IRS denied her request to be allowed to move the funds to her own IRA. FINRA awarded $400K to an IRA Owner after an IRA Custodian was found negligent. The IRA sponsor allowed the IRA owner’s ex-wife to change the mailing address on the IRAwithout proper authorization from the account owner. Afterwards, through falsified documents and forged signatures, the ex-wife withdrew $317,078. The FINRA Dispute Resolution arbitration panel found the IRA sponsor negligent and issued the ruling in favor of the IRA owner. Wondering how you can become an IRA expert? Plan to attend PMC’s 40th Annual National IRA Compliance Seminar at the Hilton Orlando in Lake Buena Vista Florida, September 19th to the 21st. You’ll have a choice of 25 IRA and HSA workshops led by PMC instructors and invited guest speakers. Right now, training more of your staff is more affordable with 2-for-1 pricing until July 29th! Visit our website, www.pmc-corp.com and under IRA Resources, click “training”, for more information or to register. Have you been putting off getting IRA training for your whole staff because of the cost and inconvenience of travelling to an off-site IRA training seminar? Look no further than PMC’s IRA Video Training. Six video tutorials cover every aspect of IRAs. If you order by September 2, 2016, you can take advantage of the low price of $699 for the whole set. Please call 1-800-233-3207 or visit our website, www.pmc-corp.com and under IRA Resources, click “training”, for more information or to order. PMC’s Fall 2016 Regional IRA Seminar Tour will be stopping at 16 cities. As an added bonus this year, all attendees of a Fall Regional IRA Seminar will receive a copy of PMC’s 2016 IRA Desk Reference absolutely FREE! Please call 1-800-233-3207 or visit our website, www.pmc-corp.com and under IRA Resources, click “training”, for more information or to register. Finally, these items, and others, are included in the August 2016 issue of PMC's IRA Insider. To receive a complimentary issue of IRA Insider, please call 800-233-3207 or visit www.pmc-corp.com for more information about receiving it every month.
https://wn.com/August_2016_Early_Warning_Email
Kyle Bass comments on taking delivery of $1B in physical gold bullion

Kyle Bass comments on taking delivery of $1B in physical gold bullion

  • Order:
  • Duration: 2:11
  • Updated: 22 May 2015
  • views: 16273
videos
"As a fiduciary, to the extent that you own gold and are going to own it a long time, it is not a trade....in the COMEX warehouse they had $80 Billion of open interest, and $2.7 Billion of deliverables....thats an easy one, you go get it." Kyle: "What if 4% of the people want delivery?" COMEX Delivery Manager: "Oh Kyle that never happens. We rarely ever get a 1% delivery. Kyle: "Well, what if it does happen?" COMEX Delivery Manager: "Oh, well price will solve everything." Kyle: "I said thanks, give me the gold." J. Kyle Bass is the founder and principal of Hayman Capital Management, L.P., a Dallas-based hedge fund with an estimated $2.22 Billion in assets under management. http://www.physicalgoldfund.com/ You can follow Alex Stanczyk on Twitter @alexstanczyk You can follow Jim Rickards on Twitter @JamesGRickards You can listen to the Gold Chronicles on iTunes at: https://itunes.apple.com/us/podcast/the-gold-chronicles/id980027782?mt=2 You can Listen to the Physical Edge on iTunes at: https://itunes.apple.com/ca/podcast/physical-gold-fund-podcasts/id1056831476?mt=2 You can subscribe for updates by email and download our podcasts at: http://www.physicalgoldfund.com/podcasts/ You can access transcripts of our interviews at: http://www.physicalgoldfund.com/category/transcripts/
https://wn.com/Kyle_Bass_Comments_On_Taking_Delivery_Of_1B_In_Physical_Gold_Bullion
How Fiduciary Rule Will Impact Advisors' Businesses

How Fiduciary Rule Will Impact Advisors' Businesses

  • Order:
  • Duration: 2:35
  • Updated: 06 Jun 2016
  • views: 1181
videos
www.IRAhelp.com - Ed Slott and Company Chief Retirement Strategist Jeffrey Levine discusses the Fiduciary Rule's impact on a financial professional's business, depending on the type of financial advisor they are.
https://wn.com/How_Fiduciary_Rule_Will_Impact_Advisors'_Businesses
Fiduciary Agent

Fiduciary Agent

  • Order:
  • Duration: 1:53
  • Updated: 14 Oct 2016
  • views: 38
videos
https://wn.com/Fiduciary_Agent
Fiduciary Duty

Fiduciary Duty

  • Order:
  • Duration: 4:22
  • Updated: 06 Nov 2015
  • views: 0
videos
View more details at http://certifiedpersonalfinance.com/?user_id=5887
https://wn.com/Fiduciary_Duty
The Importance of a professional fiduciary

The Importance of a professional fiduciary

  • Order:
  • Duration: 10:59
  • Updated: 22 Apr 2016
  • views: 5
videos
Michael Gaddis, J.D. is Southern California’s top mortgage broker. Michael Gaddis J.D. is the CEO and broker of Michael Gaddis, J.D. Realty Group (MGRG). MGRG dedicates its services to helping it’s customers find their dream houses for the price they want and selling their homes for top dollar. MGRG has also helped people rescue their homes from foreclosure and many other stressful events. Let our experts help! Call us now! Michael Gaddis, J.D. is also the host of “The Michael Gaddis Show” which airs on Mondays at 7pm on KCBQ AM 1170 The Answer; where he discusses everything and anything Real Estate. Do you want to Buy or Sell your Home? Are you in Danger of Losing your Home? MGRG specializes in these and many more services! Contact us to schedule a meeting! For more information on Michael Gaddis, J.D. or MGRG please visit: www.MichaelGaddis.com or contact Michael Gaddis, J.D. directly Office: 760-692-5950 Email: Michael@MichaelGaddis.com MGRG’s headquarters are located at: 6104 Innovation Way, Carlsbad, CA 92009. Michael Gaddis, J.D. Realty Group is licensed by the Cal Bureau of Real Estate. CA BRE#01465493 Michael Gaddis, J.D. is licensed by the California Bureau of Real Estate CA BRE #01433800 NMLS#280011.
https://wn.com/The_Importance_Of_A_Professional_Fiduciary
The DOL Fiduciary Rule And Rollover Advice

The DOL Fiduciary Rule And Rollover Advice

  • Order:
  • Duration: 2:29
  • Updated: 02 Jun 2016
  • views: 709
videos
A panel of experts discusses the U.S. Department of Labor’s Conflict of Interest rule and the new level of scrutiny retirement and rollover advice will face under the new rule.
https://wn.com/The_Dol_Fiduciary_Rule_And_Rollover_Advice
Seismic’s Solution to the DOL Fiduciary Rule

Seismic’s Solution to the DOL Fiduciary Rule

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  • Duration: 1:47
  • Updated: 31 Jan 2017
  • views: 114
videos
Validate. Document. Train. 3 ways Seismic can help you be prepared for the Department of Labor's new fiduciary rule regarding financial advisers serving retirement investors. Visit seismic.com to learn more.
https://wn.com/Seismic’S_Solution_To_The_Dol_Fiduciary_Rule
Better Off BONUS Fiduciary Rule Q/A

Better Off BONUS Fiduciary Rule Q/A

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  • Duration: 17:06
  • Updated: 28 Apr 2017
  • views: 54
videos
On April 10th, the Department of Labor's Fiduciary Rule was scheduled to go into effect. It didn't happen. Instead, there's now at least a 60 day delay. What does this mean and what should consumers expect going forward? Will this rule ever be implemented? To discuss these questions and more, I held a brief round-table discussion with Jon Stein, the CEO of Betterment, Maureen Thompson, Vice President of Public Policy at the CFP Board and Micah Hauptman, Financial Services Counsel at the Consumer Federation of America. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.linkedin.com/in/jillonmoney/ https://soundcloud.com/jill-schlesinger http://www.stitcher.com/podcast/jill-on-money http://betteroffpodcast.com/ https://itunes.apple.com/us/podcast/better-off-jill-schlesinger/id431167790?mt=2 If you have a question, email us at askjill@betteroffpodcast.com. We love feedback so please subscribe and leave us a rating or review in iTunes! “Better Off” theme music is by Joel Goodman, www.joelgoodman.com.
https://wn.com/Better_Off_Bonus_Fiduciary_Rule_Q_A