Economics, Fiduciary Duty and Math - Financial Advisor Source

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Economics

Fiduciary Duty

Math

Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. MORGENSON: And it was, so Steve was a candidate that had economic ideas, okay? The Labor Department under Donald Trump did open the door for private equity to get into 401(k)s.

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Insurance Healthcare Retail Medicine

Transcript: Ilana Weinstein

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: We love diversity.

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Transcript: Gretchen Morgenson

Transcript: Ilana Weinstein

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